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 | $66,279 | $202,318-67.2% | $172,739-61.6% | $152,861-56.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.71% | 1029.65%-1014.9pp | 802.84%-788.1pp | 345.32%-330.6pp |
| Employer contribution / active EE | $8,826 | $5,856+50.7% | $5,143+71.6% | $4,762+85.3% |
| Participant deferral / active EE | $5,762 | $5,948-3.1% | $5,198+10.9% | $5,850-1.5% |
| Admin fee / account holder | $38,316 | $17,109+124.0% | $13,954+174.6% | $11,596+230.4% |