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 5-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 | $40,241 | $183,519-78.1% | $155,509-74.1% | $145,922-72.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 260.51% | 61.17%+199.3pp | 64.67%+195.8pp | 561.29%-300.8pp |
| Employer contribution / active EE | $3,161 | $5,313-40.5% | $4,672-32.4% | $4,660-32.2% |
| Participant deferral / active EE | $3,200 | $6,462-50.5% | $5,626-43.1% | $6,688-52.2% |
| Admin fee / account holder | $645 | $19,313-96.7% | $15,912-95.9% | $13,397-95.2% |