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 | $64,491 | $202,318-68.1% | $172,739-62.7% | $152,861-57.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.51% | 1029.65%-1008.1pp | 802.84%-781.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $10,140 | $5,856+73.2% | $5,143+97.2% | $4,762+112.9% |
| Participant deferral / active EE | $6,181 | $5,948+3.9% | $5,198+18.9% | $5,850+5.7% |
| Admin fee / account holder | $485 | $17,109-97.2% | $13,954-96.5% | $11,596-95.8% |