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 | $50,339 | $202,318-75.1% | $172,739-70.9% | $152,861-67.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.56% | 1029.65%-1014.1pp | 802.84%-787.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $6,658 | $5,856+13.7% | $5,143+29.5% | $4,762+39.8% |
| Participant deferral / active EE | $3,875 | $5,948-34.9% | $5,198-25.5% | $5,850-33.8% |
| Admin fee / account holder | $1,363 | $17,109-92.0% | $13,954-90.2% | $11,596-88.2% |