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 | $84,241 | $150,440-44.0% | $136,294-38.2% | $147,584-42.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.43% | 1049.08%-1034.7pp | 5155.94%-5141.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,329 | $5,256-36.7% | $4,695-29.1% | $4,876-31.7% |
| Participant deferral / active EE | $7,436 | $6,630+12.1% | $6,247+19.0% | $5,439+36.7% |
| Admin fee / account holder | $7,811 | $10,905-28.4% | $9,243-15.5% | $10,885-28.2% |