See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,401 | $202,318+13.4% | $172,739+32.8% | $152,861+50.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.67% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,990 | $5,856-49.0% | $5,143-41.9% | $4,762-37.2% |
| Participant deferral / active EE | $5,509 | $5,948-7.4% | $5,198+6.0% | $5,850-5.8% |
| Admin fee / account holder | $1,596 | $17,109-90.7% | $13,954-88.6% | $11,596-86.2% |