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 | $118,391 | $99,020+19.6% | $86,590+36.7% | $147,584-19.8% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 19.73% | 1312.34%-1292.6pp | 964.84%-945.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $3,351 | $3,132+7.0% | $2,839+18.0% | $4,876-31.3% |
| Participant deferral / active EE | $5,320 | $3,972+33.9% | $3,609+47.4% | $5,439-2.2% |
| Admin fee / account holder | $1,616 | $5,710-71.7% | $4,906-67.1% | $10,885-85.2% |