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 | $80,974 | $106,890-24.2% | $84,015-3.6% | $152,861-47.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.50% | 104.99%-88.5pp | 71.31%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,015 | $2,734-26.3% | $1,983+1.6% | $4,762-57.7% |
| Participant deferral / active EE | $3,855 | $4,011-3.9% | $3,239+19.0% | $5,850-34.1% |
| Admin fee / account holder | $63,275 | $8,285+663.7% | $6,101+937.2% | $11,596+445.6% |