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 | $89,915 | $202,318-55.6% | $172,739-47.9% | $152,861-41.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.30% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,028 | $5,856-48.3% | $5,143-41.1% | $4,762-36.4% |
| Participant deferral / active EE | $7,203 | $5,948+21.1% | $5,198+38.6% | $5,850+23.1% |
| Admin fee / account holder | $1,332 | $17,109-92.2% | $13,954-90.5% | $11,596-88.5% |