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 | $114,348 | $150,440-24.0% | $136,294-16.1% | $147,584-22.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.84% | 1049.08%-1034.2pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $11,960 | $5,256+127.5% | $4,695+154.7% | $4,876+145.3% |
| Participant deferral / active EE | $7,000 | $6,630+5.6% | $6,247+12.1% | $5,439+28.7% |
| Admin fee / account holder | $5,007 | $10,905-54.1% | $9,243-45.8% | $10,885-54.0% |