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 | $47,806 | $180,449-73.5% | $154,107-69.0% | $135,375-64.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.63% | 888.09%-884.5pp | 735.12%-731.5pp | 519.73%-516.1pp |
| Employer contribution / active EE | $2,389 | $6,035-60.4% | $5,298-54.9% | $4,779-50.0% |
| Participant deferral / active EE | $5,390 | $5,806-7.2% | $5,081+6.1% | $5,609-3.9% |
| Admin fee / account holder | $33,852 | $16,143+109.7% | $13,411+152.4% | $10,827+212.7% |