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 | $35,836 | $105,998-66.2% | $92,233-61.1% | $147,584-75.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.94% | 50.05%-27.1pp | 176.28%-153.3pp | 578.55%-555.6pp |
| Employer contribution / active EE | $4,848 | $4,333+11.9% | $3,679+31.8% | $4,876-0.6% |
| Participant deferral / active EE | $6,014 | $4,478+34.3% | $3,897+54.3% | $5,439+10.6% |
| Admin fee / account holder | $2,953 | $6,332-53.4% | $5,194-43.1% | $10,885-72.9% |