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 | $139,615 | $202,318-31.0% | $172,739-19.2% | $152,861-8.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.91% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $5,397 | $5,856-7.8% | $5,143+5.0% | $4,762+13.3% |
| Participant deferral / active EE | $10,330 | $5,948+73.7% | $5,198+98.8% | $5,850+76.6% |
| Admin fee / account holder | $1,547 | $17,109-91.0% | $13,954-88.9% | $11,596-86.7% |