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 | $166,676 | $202,318-17.6% | $172,739-3.5% | $152,861+9.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.64% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $6,320 | $5,856+7.9% | $5,143+22.9% | $4,762+32.7% |
| Participant deferral / active EE | $7,108 | $5,948+19.5% | $5,198+36.8% | $5,850+21.5% |
| Admin fee / account holder | $1,447 | $17,109-91.5% | $13,954-89.6% | $11,596-87.5% |