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 | $83,183 | $105,998-21.5% | $92,233-9.8% | $147,584-43.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.98% | 50.05%-31.1pp | 176.28%-157.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,339 | $4,333-46.0% | $3,679-36.4% | $4,876-52.0% |
| Participant deferral / active EE | $6,361 | $4,478+42.1% | $3,897+63.2% | $5,439+17.0% |
| Admin fee / account holder | $742 | $6,332-88.3% | $5,194-85.7% | $10,885-93.2% |