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 | $55,737 | $171,865-67.6% | $149,718-62.8% | $147,584-62.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.72% | 2113.22%-2096.5pp | 1501.63%-1484.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,709 | $6,275-56.8% | $5,445-50.3% | $4,876-44.5% |
| Participant deferral / active EE | $10,207 | $7,271+40.4% | $6,569+55.4% | $5,439+87.7% |
| Admin fee / account holder | $9,445 | $13,799-31.6% | $11,283-16.3% | $10,885-13.2% |