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 | $43,245 | $202,318-78.6% | $172,739-75.0% | $152,861-71.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.97% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,740 | $5,856-70.3% | $5,143-66.2% | $4,762-63.5% |
| Participant deferral / active EE | $9,778 | $5,948+64.4% | $5,198+88.1% | $5,850+67.1% |
| Admin fee / account holder | $1,225 | $17,109-92.8% | $13,954-91.2% | $11,596-89.4% |