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 | $245,826 | $202,318+21.5% | $172,739+42.3% | $152,861+60.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.28% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.0pp |
| Employer contribution / active EE | $5,519 | $5,856-5.8% | $5,143+7.3% | $4,762+15.9% |
| Participant deferral / active EE | $2,557 | $5,948-57.0% | $5,198-50.8% | $5,850-56.3% |
| Admin fee / account holder | $2,287 | $17,109-86.6% | $13,954-83.6% | $11,596-80.3% |