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 | $72,633 | $150,440-51.7% | $136,294-46.7% | $147,584-50.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.67% | 1049.08%-1027.4pp | 5155.94%-5134.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $15,073 | $5,256+186.8% | $4,695+221.0% | $4,876+209.1% |
| Participant deferral / active EE | $9,600 | $6,630+44.8% | $6,247+53.7% | $5,439+76.5% |
| Admin fee / account holder | $1,642 | $10,905-84.9% | $9,243-82.2% | $10,885-84.9% |