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 | $67,414 | $150,440-55.2% | $136,294-50.5% | $147,584-54.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.80% | 1049.08%-1037.3pp | 5155.94%-5144.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $3,904 | $5,256-25.7% | $4,695-16.9% | $4,876-19.9% |
| Participant deferral / active EE | $11,517 | $6,630+73.7% | $6,247+84.4% | $5,439+111.8% |
| Admin fee / account holder | $47,168 | $10,905+332.5% | $9,243+410.3% | $10,885+333.3% |