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 | $97,596 | $171,865-43.2% | $149,718-34.8% | $147,584-33.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.54% | 2113.22%-2098.7pp | 1501.63%-1487.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,518 | $6,275-59.9% | $5,445-53.8% | $4,876-48.4% |
| Participant deferral / active EE | $6,621 | $7,271-8.9% | $6,569+0.8% | $5,439+21.7% |
| Admin fee / account holder | $14,785 | $13,799+7.1% | $11,283+31.0% | $10,885+35.8% |