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 | $50,909 | $105,998-52.0% | $92,233-44.8% | $147,584-65.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 46.12% | 50.05%-3.9pp | 176.28%-130.2pp | 578.55%-532.4pp |
| Employer contribution / active EE | $6,554 | $4,333+51.3% | $3,679+78.1% | $4,876+34.4% |
| Participant deferral / active EE | $11,031 | $4,478+146.3% | $3,897+183.1% | $5,439+102.8% |
| Admin fee / account holder | $11,001 | $6,332+73.7% | $5,194+111.8% | $10,885+1.1% |