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 | $64,903 | $102,966-37.0% | $90,281-28.1% | $152,861-57.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.31% | 95.16%-79.8pp | 78.10%-62.8pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,373 | $3,139-56.3% | $2,854-51.9% | $4,762-71.2% |
| Participant deferral / active EE | $10,867 | $4,281+153.8% | $3,885+179.7% | $5,850+85.8% |
| Admin fee / account holder | $58,457 | $6,171+847.3% | $5,351+992.4% | $11,596+404.1% |