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 | $45,054 | $150,440-70.1% | $136,294-66.9% | $147,584-69.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.16% | 1049.08%-1034.9pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,770 | $5,256-47.3% | $4,695-41.0% | $4,876-43.2% |
| Participant deferral / active EE | $5,327 | $6,630-19.7% | $6,247-14.7% | $5,439-2.1% |
| Admin fee / account holder | $9,525 | $10,905-12.7% | $9,243+3.0% | $10,885-12.5% |