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 | $65,027 | $171,865-62.2% | $149,718-56.6% | $147,584-55.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.39% | 2113.22%-2092.8pp | 1501.63%-1481.2pp | 578.55%-558.2pp |
| Employer contribution / active EE | $8,481 | $6,275+35.2% | $5,445+55.8% | $4,876+73.9% |
| Participant deferral / active EE | $7,626 | $7,271+4.9% | $6,569+16.1% | $5,439+40.2% |
| Admin fee / account holder | $13,352 | $13,799-3.2% | $11,283+18.3% | $10,885+22.7% |