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 | $156,412 | $171,865-9.0% | $149,718+4.5% | $147,584+6.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.66% | 2113.22%-2102.6pp | 1501.63%-1491.0pp | 578.55%-567.9pp |
| Employer contribution / active EE | $3,821 | $6,275-39.1% | $5,445-29.8% | $4,876-21.6% |
| Participant deferral / active EE | $15,590 | $7,271+114.4% | $6,569+137.3% | $5,439+186.6% |
| Admin fee / account holder | $739 | $13,799-94.6% | $11,283-93.4% | $10,885-93.2% |