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 | $130,587 | $171,865-24.0% | $149,718-12.8% | $147,584-11.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.53% | 2113.22%-2096.7pp | 1501.63%-1485.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,760 | $6,275-56.0% | $5,445-49.3% | $4,876-43.4% |
| Participant deferral / active EE | $5,953 | $7,271-18.1% | $6,569-9.4% | $5,439+9.5% |
| Admin fee / account holder | $22,233 | $13,799+61.1% | $11,283+97.1% | $10,885+104.3% |