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 7-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 | $100,885 | $183,519-45.0% | $155,509-35.1% | $145,922-30.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.31% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $9,145 | $5,313+72.1% | $4,672+95.7% | $4,660+96.3% |
| Participant deferral / active EE | $4,669 | $6,462-27.7% | $5,626-17.0% | $6,688-30.2% |
| Admin fee / account holder | $840 | $19,313-95.7% | $15,912-94.7% | $13,397-93.7% |