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 | $112,793 | $202,318-44.2% | $172,739-34.7% | $152,861-26.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.49% | 1029.65%-1003.2pp | 802.84%-776.3pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,329 | $5,856-60.2% | $5,143-54.7% | $4,762-51.1% |
| Participant deferral / active EE | $5,109 | $5,948-14.1% | $5,198-1.7% | $5,850-12.7% |
| Admin fee / account holder | $1,759 | $17,109-89.7% | $13,954-87.4% | $11,596-84.8% |