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 | $83,899 | $56,114+49.5% | $96,139-12.7% | $85,850-2.3% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 13.15% | 42.30%-29.2pp | 191.94%-178.8pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,842 | $1,620+137.2% | $2,797+37.4% | $2,565+49.8% |
| Participant deferral / active EE | $1,657 | $2,859-42.1% | $4,349-61.9% | $3,952-58.1% |
| Admin fee / account holder | $8,008 | $3,768+112.5% | $5,537+44.6% | $6,260+27.9% |