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 6-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 | $74,080 | $202,432-63.4% | $169,368-56.3% | $139,434-46.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 101.26% | 531.74%-430.5pp | 405.60%-304.3pp | 372.94%-271.7pp |
| Employer contribution / active EE | $2,040 | $4,692-56.5% | $4,013-49.2% | $4,751-57.1% |
| Participant deferral / active EE | $13,778 | $6,938+98.6% | $6,221+121.5% | $6,710+105.3% |
| Admin fee / account holder | $534 | $10,708-95.0% | $9,003-94.1% | $11,403-95.3% |