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 | $217,411 | $109,817+98.0% | $98,442+120.9% | $167,490+29.8% |
| Participation rate | 93.8% | 75.8%+17.9pp | 73.3%+20.4pp | 82.1%+11.6pp |
| Annual return | 38.19% | 1956.69%-1918.5pp | 1492.73%-1454.5pp | 478.56%-440.4pp |
| Employer contribution / active EE | $6,291 | $3,224+95.1% | $2,960+112.5% | $4,837+30.0% |
| Participant deferral / active EE | $11,208 | $4,673+139.8% | $4,276+162.1% | $6,341+76.8% |
| Admin fee / account holder | $1,130 | $6,753-83.3% | $5,949-81.0% | $12,309-90.8% |