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 | $54,240 | $183,963-70.5% | $162,163-66.6% | $152,861-64.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.14% | 150.76%-122.6pp | 115.59%-87.4pp | 345.32%-317.2pp |
| Employer contribution / active EE | $4,466 | $6,371-29.9% | $5,614-20.4% | $4,762-6.2% |
| Participant deferral / active EE | $10,750 | $8,034+33.8% | $7,298+47.3% | $5,850+83.8% |
| Admin fee / account holder | $549 | $13,121-95.8% | $10,843-94.9% | $11,596-95.3% |