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 | $221,741 | $202,318+9.6% | $172,739+28.4% | $152,861+45.1% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.4%+12.0pp |
| Annual return | 20.87% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $7,501 | $5,856+28.1% | $5,143+45.8% | $4,762+57.5% |
| Participant deferral / active EE | $4,856 | $5,948-18.4% | $5,198-6.6% | $5,850-17.0% |
| Admin fee / account holder | $1,904 | $17,109-88.9% | $13,954-86.4% | $11,596-83.6% |