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 5-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 | $59,252 | $202,318-70.7% | $172,739-65.7% | $152,861-61.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.64% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,797 | $5,856-35.2% | $5,143-26.2% | $4,762-20.3% |
| Participant deferral / active EE | $4,003 | $5,948-32.7% | $5,198-23.0% | $5,850-31.6% |
| Admin fee / account holder | $1,372 | $17,109-92.0% | $13,954-90.2% | $11,596-88.2% |