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 | $79,565 | $99,020-19.6% | $86,590-8.1% | $147,584-46.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.82% | 1312.34%-1300.5pp | 964.84%-953.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $4,600 | $3,132+46.9% | $2,839+62.0% | $4,876-5.7% |
| Participant deferral / active EE | $3,143 | $3,972-20.9% | $3,609-12.9% | $5,439-42.2% |
| Admin fee / account holder | $405 | $5,710-92.9% | $4,906-91.7% | $10,885-96.3% |