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 | $221,815 | $159,901+38.7% | $146,958+50.9% | $145,922+52.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.69% | 98.13%-75.4pp | 418.34%-395.6pp | 561.29%-538.6pp |
| Employer contribution / active EE | $5,645 | $5,286+6.8% | $4,933+14.4% | $4,660+21.2% |
| Participant deferral / active EE | $4,760 | $8,428-43.5% | $8,070-41.0% | $6,688-28.8% |
| Admin fee / account holder | $67,493 | $15,044+348.6% | $12,998+419.3% | $13,397+403.8% |