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 | $130,848 | $73,515+78.0% | $62,995+107.7% | $147,584-11.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 22.13% | 175.43%-153.3pp | 87.57%-65.4pp | 578.55%-556.4pp |
| Employer contribution / active EE | $4,281 | $3,320+28.9% | $2,759+55.2% | $4,876-12.2% |
| Participant deferral / active EE | $8,387 | $4,185+100.4% | $3,329+151.9% | $5,439+54.2% |
| Admin fee / account holder | $2,093 | $5,953-64.8% | $3,600-41.9% | $10,885-80.8% |