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 | $249,633 | $159,901+56.1% | $146,958+69.9% | $145,922+71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,311 | $5,286+0.5% | $4,933+7.7% | $4,660+14.0% |
| Participant deferral / active EE | $8,375 | $8,428-0.6% | $8,070+3.8% | $6,688+25.2% |
| Admin fee / account holder | $37,932 | $15,044+152.1% | $12,998+191.8% | $13,397+183.1% |