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 | $113,314 | $202,318-44.0% | $172,739-34.4% | $152,861-25.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.54% | 1029.65%-1004.1pp | 802.84%-777.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $6,564 | $5,856+12.1% | $5,143+27.6% | $4,762+37.8% |
| Participant deferral / active EE | $4,171 | $5,948-29.9% | $5,198-19.7% | $5,850-28.7% |
| Admin fee / account holder | $1,157 | $17,109-93.2% | $13,954-91.7% | $11,596-90.0% |