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 | $182,045 | $105,998+71.7% | $92,233+97.4% | $147,584+23.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.50% | 50.05%-39.6pp | 176.28%-165.8pp | 578.55%-568.1pp |
| Employer contribution / active EE | $5,334 | $4,333+23.1% | $3,679+45.0% | $4,876+9.4% |
| Participant deferral / active EE | $2,824 | $4,478-36.9% | $3,897-27.5% | $5,439-48.1% |
| Admin fee / account holder | $645 | $6,332-89.8% | $5,194-87.6% | $10,885-94.1% |