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 | $52,615 | $171,865-69.4% | $149,718-64.9% | $147,584-64.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.40% | 2113.22%-2099.8pp | 1501.63%-1488.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $3,695 | $6,275-41.1% | $5,445-32.1% | $4,876-24.2% |
| Participant deferral / active EE | $5,001 | $7,271-31.2% | $6,569-23.9% | $5,439-8.1% |
| Admin fee / account holder | $10,143 | $13,799-26.5% | $11,283-10.1% | $10,885-6.8% |