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 | $218,745 | $202,318+8.1% | $172,739+26.6% | $152,861+43.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.80% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $5,064 | $5,856-13.5% | $5,143-1.5% | $4,762+6.3% |
| Participant deferral / active EE | $4,116 | $5,948-30.8% | $5,198-20.8% | $5,850-29.6% |
| Admin fee / account holder | $1,059 | $17,109-93.8% | $13,954-92.4% | $11,596-90.9% |