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 | $86,341 | $171,865-49.8% | $149,718-42.3% | $147,584-41.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.21% | 2113.22%-2096.0pp | 1501.63%-1484.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,045 | $6,275-67.4% | $5,445-62.4% | $4,876-58.1% |
| Participant deferral / active EE | $19,871 | $7,271+173.3% | $6,569+202.5% | $5,439+265.4% |
| Admin fee / account holder | $414 | $13,799-97.0% | $11,283-96.3% | $10,885-96.2% |