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 | $29,005 | $105,998-72.6% | $92,233-68.6% | $147,584-80.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.49% | 50.05%-26.6pp | 176.28%-152.8pp | 578.55%-555.1pp |
| Employer contribution / active EE | $2,164 | $4,333-50.1% | $3,679-41.2% | $4,876-55.6% |
| Participant deferral / active EE | $5,655 | $4,478+26.3% | $3,897+45.1% | $5,439+4.0% |
| Admin fee / account holder | $343 | $6,332-94.6% | $5,194-93.4% | $10,885-96.8% |