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 | $77,229 | $100,852-23.4% | $90,404-14.6% | $158,922-51.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.09% | 1724.20%-1708.1pp | 1293.02%-1276.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $7,011 | $3,689+90.1% | $3,262+114.9% | $4,761+47.3% |
| Participant deferral / active EE | $16,348 | $4,348+276.0% | $3,963+312.5% | $5,982+173.3% |
| Admin fee / account holder | $23,138 | $6,501+255.9% | $5,611+312.4% | $11,246+105.8% |