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 9-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 | $63,143 | $97,757-35.4% | $83,848-24.7% | $135,375-53.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 111.80% | 1287.37%-1175.6pp | 850.88%-739.1pp | 519.73%-407.9pp |
| Employer contribution / active EE | $4,585 | $4,222+8.6% | $3,631+26.3% | $4,779-4.0% |
| Participant deferral / active EE | $9,417 | $4,682+101.1% | $4,082+130.7% | $5,609+67.9% |
| Admin fee / account holder | $799 | $6,674-88.0% | $5,478-85.4% | $10,827-92.6% |