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 | $204,954 | $171,865+19.3% | $149,718+36.9% | $147,584+38.9% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 16.29% | 2113.22%-2096.9pp | 1501.63%-1485.3pp | 578.55%-562.3pp |
| Employer contribution / active EE | $5,055 | $6,275-19.4% | $5,445-7.2% | $4,876+3.7% |
| Participant deferral / active EE | $6,972 | $7,271-4.1% | $6,569+6.1% | $5,439+28.2% |
| Admin fee / account holder | $2,143 | $13,799-84.5% | $11,283-81.0% | $10,885-80.3% |