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 | $232,806 | $202,318+15.1% | $172,739+34.8% | $152,861+52.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.73% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $9,550 | $5,856+63.1% | $5,143+85.7% | $4,762+100.5% |
| Participant deferral / active EE | $4,166 | $5,948-30.0% | $5,198-19.8% | $5,850-28.8% |
| Admin fee / account holder | $36,293 | $17,109+112.1% | $13,954+160.1% | $11,596+213.0% |