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 | $103,129 | $202,318-49.0% | $172,739-40.3% | $152,861-32.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.84% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,149 | $5,856-63.3% | $5,143-58.2% | $4,762-54.9% |
| Participant deferral / active EE | $7,256 | $5,948+22.0% | $5,198+39.6% | $5,850+24.0% |
| Admin fee / account holder | $875 | $17,109-94.9% | $13,954-93.7% | $11,596-92.5% |