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 8-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 | $44,443 | $202,318-78.0% | $172,739-74.3% | $152,861-70.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.27% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,395 | $5,856-59.1% | $5,143-53.4% | $4,762-49.7% |
| Participant deferral / active EE | $7,463 | $5,948+25.5% | $5,198+43.6% | $5,850+27.6% |
| Admin fee / account holder | $684 | $17,109-96.0% | $13,954-95.1% | $11,596-94.1% |