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 | $118,141 | $176,662-33.1% | $130,648-9.6% | $152,861-22.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 25.94% | 2692.24%-2666.3pp | 1708.96%-1683.0pp | 345.32%-319.4pp |
| Employer contribution / active EE | $13,289 | $5,742+131.4% | $4,092+224.8% | $4,762+179.0% |
| Participant deferral / active EE | $12,473 | $4,361+186.0% | $3,603+246.2% | $5,850+113.2% |
| Admin fee / account holder | $4,456 | $7,133-37.5% | $5,464-18.5% | $11,596-61.6% |