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 | $174,088 | $202,318-14.0% | $172,739+0.8% | $152,861+13.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.17% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,010 | $5,856-48.6% | $5,143-41.5% | $4,762-36.8% |
| Participant deferral / active EE | $9,243 | $5,948+55.4% | $5,198+77.8% | $5,850+58.0% |
| Admin fee / account holder | $1,043 | $17,109-93.9% | $13,954-92.5% | $11,596-91.0% |