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 | $91,131 | $107,334-15.1% | $92,893-1.9% | $152,861-40.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.17% | 145.58%-121.4pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $11,263 | $4,221+166.8% | $3,653+208.3% | $4,762+136.5% |
| Participant deferral / active EE | $8,014 | $4,845+65.4% | $4,236+89.2% | $5,850+37.0% |
| Admin fee / account holder | $989 | $7,079-86.0% | $5,794-82.9% | $11,596-91.5% |