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 | $99,386 | $82,630+20.3% | $64,105+55.0% | $125,391-20.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 38.85% | 1489.72%-1450.9pp | 791.24%-752.4pp | 282.22%-243.4pp |
| Employer contribution / active EE | $1,306 | $2,671-51.1% | $1,820-28.2% | $4,866-73.2% |
| Participant deferral / active EE | $12,000 | $3,608+232.6% | $2,822+325.3% | $5,352+124.2% |
| Admin fee / account holder | $5,000 | $6,382-21.7% | $4,499+11.1% | $9,540-47.6% |