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 | $72,805 | $150,440-51.6% | $136,294-46.6% | $147,584-50.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.33% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $12,616 | $5,256+140.0% | $4,695+168.7% | $4,876+158.7% |
| Participant deferral / active EE | $2,494 | $6,630-62.4% | $6,247-60.1% | $5,439-54.1% |
| Admin fee / account holder | $22,067 | $10,905+102.3% | $9,243+138.7% | $10,885+102.7% |