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 | $94,387 | $88,751+6.3% | $81,812+15.4% | $145,922-35.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.80% | 1025.40%-1004.6pp | 773.79%-753.0pp | 561.29%-540.5pp |
| Employer contribution / active EE | $2,168 | $3,083-29.7% | $2,912-25.6% | $4,660-53.5% |
| Participant deferral / active EE | $1,571 | $4,643-66.2% | $4,319-63.6% | $6,688-76.5% |
| Admin fee / account holder | $16,021 | $8,415+90.4% | $7,386+116.9% | $13,397+19.6% |