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 | $29,557 | $124,281-76.2% | $109,143-72.9% | $167,490-82.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 221.95% | 26.04%+195.9pp | 25.75%+196.2pp | 478.56%-256.6pp |
| Employer contribution / active EE | $1,571 | $4,207-62.7% | $3,722-57.8% | $4,837-67.5% |
| Participant deferral / active EE | $4,689 | $5,255-10.8% | $4,653+0.8% | $6,341-26.1% |
| Admin fee / account holder | $322,812 | $7,970+3950.4% | $6,752+4680.8% | $12,309+2522.6% |