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 3-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 | $82,282 | $210,648-60.9% | $177,989-53.8% | $145,922-43.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.06% | 385.86%-374.8pp | 294.48%-283.4pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,307 | $4,565-27.6% | $3,949-16.3% | $4,660-29.0% |
| Participant deferral / active EE | $23,000 | $6,958+230.6% | $6,276+266.5% | $6,688+243.9% |
| Admin fee / account holder | $616 | $12,013-94.9% | $10,363-94.1% | $13,397-95.4% |