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 | $86,344 | $65,409+32.0% | $98,442-12.3% | $85,850+0.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 32.50% | 21.76%+10.7pp | 1492.73%-1460.2pp | 318.53%-286.0pp |
| Employer contribution / active EE | $3,688 | $2,168+70.1% | $2,960+24.6% | $2,565+43.8% |
| Participant deferral / active EE | $3,346 | $3,166+5.7% | $4,276-21.8% | $3,952-15.3% |
| Admin fee / account holder | $1,689 | $4,593-63.2% | $5,949-71.6% | $6,260-73.0% |