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 | $107,508 | $150,440-28.5% | $136,294-21.1% | $147,584-27.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.03% | 1049.08%-1027.1pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $2,055 | $5,256-60.9% | $4,695-56.2% | $4,876-57.9% |
| Participant deferral / active EE | $5,720 | $6,630-13.7% | $6,247-8.4% | $5,439+5.2% |
| Admin fee / account holder | $1,131 | $10,905-89.6% | $9,243-87.8% | $10,885-89.6% |