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 | $96,105 | $202,318-52.5% | $172,739-44.4% | $152,861-37.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.88% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.4pp |
| Employer contribution / active EE | $7,063 | $5,856+20.6% | $5,143+37.3% | $4,762+48.3% |
| Participant deferral / active EE | $6,434 | $5,948+8.2% | $5,198+23.8% | $5,850+10.0% |
| Admin fee / account holder | $1,128 | $17,109-93.4% | $13,954-91.9% | $11,596-90.3% |