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 | $207,600 | $202,432+2.6% | $169,368+22.6% | $139,434+48.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 72.45% | 531.74%-459.3pp | 405.60%-333.2pp | 372.94%-300.5pp |
| Employer contribution / active EE | $6,253 | $4,692+33.3% | $4,013+55.8% | $4,751+31.6% |
| Participant deferral / active EE | $17,500 | $6,938+152.2% | $6,221+181.3% | $6,710+160.8% |
| Admin fee / account holder | $1,415 | $10,708-86.8% | $9,003-84.3% | $11,403-87.6% |