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 | $209,205 | $202,318+3.4% | $172,739+21.1% | $152,861+36.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 18.77% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,207 | $5,856-62.3% | $5,143-57.1% | $4,762-53.7% |
| Participant deferral / active EE | $4,301 | $5,948-27.7% | $5,198-17.3% | $5,850-26.5% |
| Admin fee / account holder | $5,417 | $17,109-68.3% | $13,954-61.2% | $11,596-53.3% |