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 | $193,833 | $202,318-4.2% | $172,739+12.2% | $152,861+26.8% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 17.65% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $8,050 | $5,856+37.5% | $5,143+56.5% | $4,762+69.0% |
| Participant deferral / active EE | $3,778 | $5,948-36.5% | $5,198-27.3% | $5,850-35.4% |
| Admin fee / account holder | $25,160 | $17,109+47.1% | $13,954+80.3% | $11,596+117.0% |