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 | $125,372 | $150,440-16.7% | $136,294-8.0% | $147,584-15.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.98% | 1049.08%-1035.1pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $10,269 | $5,256+95.4% | $4,695+118.7% | $4,876+110.6% |
| Participant deferral / active EE | $9,955 | $6,630+50.1% | $6,247+59.4% | $5,439+83.0% |
| Admin fee / account holder | $838 | $10,905-92.3% | $9,243-90.9% | $10,885-92.3% |