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 | $81,416 | $105,998-23.2% | $92,233-11.7% | $147,584-44.8% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 30.83% | 50.05%-19.2pp | 176.28%-145.5pp | 578.55%-547.7pp |
| Employer contribution / active EE | $3,133 | $4,333-27.7% | $3,679-14.8% | $4,876-35.7% |
| Participant deferral / active EE | $4,127 | $4,478-7.8% | $3,897+5.9% | $5,439-24.1% |
| Admin fee / account holder | $6,951 | $6,332+9.8% | $5,194+33.8% | $10,885-36.1% |