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 5-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 | $33,838 | $105,998-68.1% | $92,233-63.3% | $147,584-77.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.35% | 50.05%-32.7pp | 176.28%-158.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $8,935 | $4,333+106.2% | $3,679+142.9% | $4,876+83.2% |
| Participant deferral / active EE | $5,872 | $4,478+31.1% | $3,897+50.7% | $5,439+8.0% |
| Admin fee / account holder | $4,793 | $6,332-24.3% | $5,194-7.7% | $10,885-56.0% |