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 | $42,225 | $202,318-79.1% | $172,739-75.6% | $152,861-72.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.09% | 1029.65%-1014.6pp | 802.84%-787.8pp | 345.32%-330.2pp |
| Employer contribution / active EE | $2,310 | $5,856-60.6% | $5,143-55.1% | $4,762-51.5% |
| Participant deferral / active EE | $5,495 | $5,948-7.6% | $5,198+5.7% | $5,850-6.1% |
| Admin fee / account holder | $333 | $17,109-98.1% | $13,954-97.6% | $11,596-97.1% |