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 | $44,514 | $171,865-74.1% | $149,718-70.3% | $147,584-69.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.97% | 2113.22%-2091.2pp | 1501.63%-1479.7pp | 578.55%-556.6pp |
| Employer contribution / active EE | $4,101 | $6,275-34.6% | $5,445-24.7% | $4,876-15.9% |
| Participant deferral / active EE | $8,471 | $7,271+16.5% | $6,569+29.0% | $5,439+55.7% |
| Admin fee / account holder | $3,278 | $13,799-76.2% | $11,283-70.9% | $10,885-69.9% |