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 4-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 | $118,517 | $88,751+33.5% | $81,812+44.9% | $145,922-18.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.92% | 1025.40%-1006.5pp | 773.79%-754.9pp | 561.29%-542.4pp |
| Employer contribution / active EE | $4,965 | $3,083+61.0% | $2,912+70.5% | $4,660+6.6% |
| Participant deferral / active EE | $10,815 | $4,643+132.9% | $4,319+150.4% | $6,688+61.7% |
| Admin fee / account holder | $1,780 | $8,415-78.8% | $7,386-75.9% | $13,397-86.7% |