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 | $76,004 | $101,317-25.0% | $146,958-48.3% | $74,495+2.0% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 20.22% | 8730.91%-8710.7pp | 418.34%-398.1pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $8,065 | $3,810+111.7% | $4,933+63.5% | $2,623+207.5% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $2,721 | $1,739+56.5% | $12,998-79.1% | $1,942+40.1% |