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 | $159,743 | $156,846+1.8% | $121,098+31.9% | $139,434+14.6% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 20.47% | 1474.56%-1454.1pp | 985.75%-965.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,028 | $5,536-63.4% | $4,164-51.3% | $4,751-57.3% |
| Participant deferral / active EE | $2,028 | $4,844-58.1% | $4,080-50.3% | $6,710-69.8% |
| Admin fee / account holder | $6,786 | $6,946-2.3% | $5,644+20.2% | $11,403-40.5% |