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 | $130,527 | $202,318-35.5% | $172,739-24.4% | $152,861-14.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.09% | 1029.65%-1005.6pp | 802.84%-778.8pp | 345.32%-321.2pp |
| Employer contribution / active EE | $7,160 | $5,856+22.3% | $5,143+39.2% | $4,762+50.4% |
| Participant deferral / active EE | $3,833 | $5,948-35.6% | $5,198-26.2% | $5,850-34.5% |
| Admin fee / account holder | $2,569 | $17,109-85.0% | $13,954-81.6% | $11,596-77.8% |