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 | $113,366 | $105,998+7.0% | $92,233+22.9% | $147,584-23.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.34% | 50.05%-35.7pp | 176.28%-161.9pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,306 | $4,333-46.8% | $3,679-37.3% | $4,876-52.7% |
| Participant deferral / active EE | $1,956 | $4,478-56.3% | $3,897-49.8% | $5,439-64.0% |
| Admin fee / account holder | $14,307 | $6,332+125.9% | $5,194+175.5% | $10,885+31.4% |