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 | $112,955 | $150,440-24.9% | $136,294-17.1% | $147,584-23.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.17% | 1049.08%-1034.9pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,839 | $5,256-46.0% | $4,695-39.5% | $4,876-41.8% |
| Participant deferral / active EE | $5,317 | $6,630-19.8% | $6,247-14.9% | $5,439-2.2% |
| Admin fee / account holder | $817 | $10,905-92.5% | $9,243-91.2% | $10,885-92.5% |