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 | $91,959 | $96,635-4.8% | $86,612+6.2% | $139,434-34.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.25% | 106.41%-93.2pp | 591.07%-577.8pp | 372.94%-359.7pp |
| Employer contribution / active EE | $8,837 | $3,263+170.8% | $3,022+192.4% | $4,751+86.0% |
| Participant deferral / active EE | $11,688 | $4,836+141.7% | $4,438+163.4% | $6,710+74.2% |
| Admin fee / account holder | $640 | $6,408-90.0% | $5,614-88.6% | $11,403-94.4% |