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 | $87,273 | $100,852-13.5% | $90,404-3.5% | $158,922-45.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.20% | 1724.20%-1718.0pp | 1293.02%-1286.8pp | 302.83%-296.6pp |
| Employer contribution / active EE | $5,060 | $3,689+37.2% | $3,262+55.1% | $4,761+6.3% |
| Participant deferral / active EE | $4,817 | $4,348+10.8% | $3,963+21.5% | $5,982-19.5% |
| Admin fee / account holder | $6,965 | $6,501+7.1% | $5,611+24.1% | $11,246-38.1% |