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 | $77,596 | $202,318-61.6% | $172,739-55.1% | $152,861-49.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.78% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.5pp |
| Employer contribution / active EE | $5,721 | $5,856-2.3% | $5,143+11.2% | $4,762+20.1% |
| Participant deferral / active EE | $7,266 | $5,948+22.2% | $5,198+39.8% | $5,850+24.2% |
| Admin fee / account holder | $1,733 | $17,109-89.9% | $13,954-87.6% | $11,596-85.1% |