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 | $118,836 | $169,032-29.7% | $129,207-8.0% | $145,922-18.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 29.04% | 14330.11%-14301.1pp | 9417.33%-9388.3pp | 561.29%-532.2pp |
| Employer contribution / active EE | $2,475 | $5,537-55.3% | $4,153-40.4% | $4,660-46.9% |
| Participant deferral / active EE | $13,412 | $4,987+168.9% | $4,168+221.8% | $6,688+100.5% |
| Admin fee / account holder | $1,091 | $9,954-89.0% | $7,715-85.9% | $13,397-91.9% |