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 | $51,119 | $202,318-74.7% | $172,739-70.4% | $152,861-66.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.78% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,030 | $5,856-65.3% | $5,143-60.5% | $4,762-57.4% |
| Participant deferral / active EE | $4,115 | $5,948-30.8% | $5,198-20.8% | $5,850-29.7% |
| Admin fee / account holder | $2,320 | $17,109-86.4% | $13,954-83.4% | $11,596-80.0% |