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 | $162,010 | $202,318-19.9% | $172,739-6.2% | $152,861+6.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.06% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $9,346 | $5,856+59.6% | $5,143+81.7% | $4,762+96.3% |
| Participant deferral / active EE | $7,854 | $5,948+32.1% | $5,198+51.1% | $5,850+34.3% |
| Admin fee / account holder | $1,646 | $17,109-90.4% | $13,954-88.2% | $11,596-85.8% |