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 | $33,677 | $105,998-68.2% | $92,233-63.5% | $147,584-77.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.74% | 50.05%-35.3pp | 176.28%-161.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,619 | $4,333-62.6% | $3,679-56.0% | $4,876-66.8% |
| Participant deferral / active EE | $2,179 | $4,478-51.3% | $3,897-44.1% | $5,439-59.9% |
| Admin fee / account holder | $6,024 | $6,332-4.9% | $5,194+16.0% | $10,885-44.7% |