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 9-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 | $171,158 | $202,318-15.4% | $172,739-0.9% | $152,861+12.0% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 19.22% | 1029.65%-1010.4pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,408 | $5,856-76.0% | $5,143-72.6% | $4,762-70.4% |
| Participant deferral / active EE | $2,615 | $5,948-56.0% | $5,198-49.7% | $5,850-55.3% |
| Admin fee / account holder | $2,000 | $17,109-88.3% | $13,954-85.7% | $11,596-82.8% |