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 5-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 | $127,163 | $217,402-41.5% | $185,823-31.6% | $167,490-24.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 423.12% | 148.36%+274.8pp | 122.05%+301.1pp | 478.56%-55.4pp |
| Employer contribution / active EE | $5,485 | $5,873-6.6% | $5,167+6.1% | $4,837+13.4% |
| Participant deferral / active EE | $9,000 | $6,356+41.6% | $5,568+61.6% | $6,341+41.9% |
| Admin fee / account holder | $539 | $19,811-97.3% | $16,237-96.7% | $12,309-95.6% |