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 | $104,411 | $49,922+109.1% | $80,569+29.6% | $75,163+38.9% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 31.53% | 34.69%-3.2pp | 935.43%-903.9pp | 160.62%-129.1pp |
| Employer contribution / active EE | $2,925 | $1,698+72.2% | $2,723+7.4% | $2,670+9.6% |
| Participant deferral / active EE | $4,516 | $2,990+51.0% | $4,447+1.5% | $4,125+9.5% |
| Admin fee / account holder | $3,963 | $3,577+10.8% | $5,377-26.3% | $5,651-29.9% |