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 | $44,783 | $150,440-70.2% | $136,294-67.1% | $147,584-69.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.59% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $3,296 | $5,256-37.3% | $4,695-29.8% | $4,876-32.4% |
| Participant deferral / active EE | $6,823 | $6,630+2.9% | $6,247+9.2% | $5,439+25.5% |
| Admin fee / account holder | $1,194 | $10,905-89.1% | $9,243-87.1% | $10,885-89.0% |