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 | $186,577 | $171,865+8.6% | $149,718+24.6% | $147,584+26.4% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 15.42% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $6,518 | $6,275+3.9% | $5,445+19.7% | $4,876+33.7% |
| Participant deferral / active EE | $13,497 | $7,271+85.6% | $6,569+105.5% | $5,439+148.2% |
| Admin fee / account holder | $15,626 | $13,799+13.2% | $11,283+38.5% | $10,885+43.6% |