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 | $34,913 | $202,318-82.7% | $172,739-79.8% | $152,861-77.2% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 25.48% | 1029.65%-1004.2pp | 802.84%-777.4pp | 345.32%-319.8pp |
| Employer contribution / active EE | $5,151 | $5,856-12.0% | $5,143+0.2% | $4,762+8.2% |
| Participant deferral / active EE | $7,888 | $5,948+32.6% | $5,198+51.8% | $5,850+34.8% |
| Admin fee / account holder | $337 | $17,109-98.0% | $13,954-97.6% | $11,596-97.1% |