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 | $91,800 | $171,865-46.6% | $149,718-38.7% | $147,584-37.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.04% | 2113.22%-2089.2pp | 1501.63%-1477.6pp | 578.55%-554.5pp |
| Employer contribution / active EE | $12,783 | $6,275+103.7% | $5,445+134.8% | $4,876+162.1% |
| Participant deferral / active EE | $7,884 | $7,271+8.4% | $6,569+20.0% | $5,439+45.0% |
| Admin fee / account holder | $393 | $13,799-97.2% | $11,283-96.5% | $10,885-96.4% |