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 | $212,706 | $202,318+5.1% | $172,739+23.1% | $152,861+39.2% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 29.30% | 1029.65%-1000.4pp | 802.84%-773.5pp | 345.32%-316.0pp |
| Employer contribution / active EE | $8,406 | $5,856+43.5% | $5,143+63.4% | $4,762+76.5% |
| Participant deferral / active EE | $4,754 | $5,948-20.1% | $5,198-8.5% | $5,850-18.7% |
| Admin fee / account holder | $4,319 | $17,109-74.8% | $13,954-69.0% | $11,596-62.8% |