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 | $51,342 | $202,432-74.6% | $169,368-69.7% | $139,434-63.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.38% | 531.74%-508.4pp | 405.60%-382.2pp | 372.94%-349.6pp |
| Employer contribution / active EE | $4,757 | $4,692+1.4% | $4,013+18.6% | $4,751+0.1% |
| Participant deferral / active EE | $13,266 | $6,938+91.2% | $6,221+113.2% | $6,710+97.7% |
| Admin fee / account holder | $365 | $10,708-96.6% | $9,003-95.9% | $11,403-96.8% |