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 | $36,410 | $105,998-65.7% | $92,233-60.5% | $147,584-75.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.49% | 50.05%-35.6pp | 176.28%-161.8pp | 578.55%-564.1pp |
| Employer contribution / active EE | $10,347 | $4,333+138.8% | $3,679+181.2% | $4,876+112.2% |
| Participant deferral / active EE | $6,240 | $4,478+39.4% | $3,897+60.1% | $5,439+14.7% |
| Admin fee / account holder | $485 | $6,332-92.3% | $5,194-90.7% | $10,885-95.5% |