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 | $180,181 | $202,318-10.9% | $172,739+4.3% | $152,861+17.9% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 23.99% | 1029.65%-1005.7pp | 802.84%-778.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $8,772 | $5,856+49.8% | $5,143+70.6% | $4,762+84.2% |
| Participant deferral / active EE | $7,098 | $5,948+19.3% | $5,198+36.6% | $5,850+21.3% |
| Admin fee / account holder | $1,676 | $17,109-90.2% | $13,954-88.0% | $11,596-85.5% |