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 | $154,044 | $176,662-12.8% | $130,648+17.9% | $152,861+0.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 20.85% | 2692.24%-2671.4pp | 1708.96%-1688.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,413 | $5,742-58.0% | $4,092-41.0% | $4,762-49.3% |
| Participant deferral / active EE | $11,250 | $4,361+157.9% | $3,603+212.3% | $5,850+92.3% |
| Admin fee / account holder | $955 | $7,133-86.6% | $5,464-82.5% | $11,596-91.8% |