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 | $144,240 | $202,318-28.7% | $172,739-16.5% | $152,861-5.6% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 14.85% | 1029.65%-1014.8pp | 802.84%-788.0pp | 345.32%-330.5pp |
| Employer contribution / active EE | $6,604 | $5,856+12.8% | $5,143+28.4% | $4,762+38.7% |
| Participant deferral / active EE | $3,518 | $5,948-40.9% | $5,198-32.3% | $5,850-39.9% |
| Admin fee / account holder | $6,994 | $17,109-59.1% | $13,954-49.9% | $11,596-39.7% |