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 | $68,479 | $150,440-54.5% | $136,294-49.8% | $147,584-53.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.69% | 1049.08%-1037.4pp | 5155.94%-5144.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $12,556 | $5,256+138.9% | $4,695+167.4% | $4,876+157.5% |
| Participant deferral / active EE | $10,109 | $6,630+52.5% | $6,247+61.8% | $5,439+85.9% |
| Admin fee / account holder | $25,834 | $10,905+136.9% | $9,243+179.5% | $10,885+137.3% |