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 | $218,649 | $217,402+0.6% | $185,823+17.7% | $167,490+30.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.48% | 148.36%-136.9pp | 122.05%-110.6pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,746 | $5,873-53.3% | $5,167-46.9% | $4,837-43.2% |
| Participant deferral / active EE | $7,625 | $6,356+20.0% | $5,568+36.9% | $6,341+20.2% |
| Admin fee / account holder | $701 | $19,811-96.5% | $16,237-95.7% | $12,309-94.3% |