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 | $189,543 | $202,318-6.3% | $172,739+9.7% | $152,861+24.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 16.68% | 1029.65%-1013.0pp | 802.84%-786.2pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,122 | $5,856-63.8% | $5,143-58.7% | $4,762-55.4% |
| Participant deferral / active EE | $5,603 | $5,948-5.8% | $5,198+7.8% | $5,850-4.2% |
| Admin fee / account holder | $3,682 | $17,109-78.5% | $13,954-73.6% | $11,596-68.3% |