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 | $99,121 | $102,966-3.7% | $90,281+9.8% | $152,861-35.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.66% | 95.16%-79.5pp | 78.10%-62.4pp | 345.32%-329.7pp |
| Employer contribution / active EE | $4,996 | $3,139+59.2% | $2,854+75.0% | $4,762+4.9% |
| Participant deferral / active EE | $11,650 | $4,281+172.1% | $3,885+199.8% | $5,850+99.1% |
| Admin fee / account holder | $39,333 | $6,171+537.4% | $5,351+635.0% | $11,596+239.2% |