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 | $42,876 | $160,055-73.2% | $140,016-69.4% | $135,375-68.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 8.81% | 911.38%-902.6pp | 651.12%-642.3pp | 519.73%-510.9pp |
| Employer contribution / active EE | $12,131 | $6,420+88.9% | $5,606+116.4% | $4,779+153.8% |
| Participant deferral / active EE | $12,886 | $7,642+68.6% | $6,927+86.0% | $5,609+129.7% |
| Admin fee / account holder | $488 | $13,328-96.3% | $10,705-95.4% | $10,827-95.5% |