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 | $145,416 | $156,846-7.3% | $121,098+20.1% | $139,434+4.3% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 11.06% | 1474.56%-1463.5pp | 985.75%-974.7pp | 372.94%-361.9pp |
| Employer contribution / active EE | $5,833 | $5,536+5.4% | $4,164+40.1% | $4,751+22.8% |
| Participant deferral / active EE | $8,228 | $4,844+69.8% | $4,080+101.7% | $6,710+22.6% |
| Admin fee / account holder | $2,339 | $6,946-66.3% | $5,644-58.6% | $11,403-79.5% |