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 | $55,847 | $106,890-47.8% | $84,015-33.5% | $152,861-63.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.63% | 104.99%-83.4pp | 71.31%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $5,758 | $2,734+110.6% | $1,983+190.3% | $4,762+20.9% |
| Participant deferral / active EE | $5,628 | $4,011+40.3% | $3,239+73.8% | $5,850-3.8% |
| Admin fee / account holder | $626 | $8,285-92.4% | $6,101-89.7% | $11,596-94.6% |