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 | $157,206 | $202,318-22.3% | $172,739-9.0% | $152,861+2.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.93% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,613 | $5,856-38.3% | $5,143-29.7% | $4,762-24.1% |
| Participant deferral / active EE | $2,467 | $5,948-58.5% | $5,198-52.5% | $5,850-57.8% |
| Admin fee / account holder | $6,255 | $17,109-63.4% | $13,954-55.2% | $11,596-46.1% |