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 | $211,199 | $105,126+100.9% | $94,646+123.1% | $139,434+51.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.56% | 38.03%-15.5pp | 156.71%-134.1pp | 372.94%-350.4pp |
| Employer contribution / active EE | $5,430 | $4,106+32.3% | $3,672+47.9% | $4,751+14.3% |
| Participant deferral / active EE | $10,330 | $7,599+35.9% | $7,418+39.3% | $6,710+53.9% |
| Admin fee / account holder | $6,616 | $8,984-26.4% | $7,231-8.5% | $11,403-42.0% |