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 | $52,315 | $105,998-50.6% | $92,233-43.3% | $147,584-64.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 35.41% | 50.05%-14.6pp | 176.28%-140.9pp | 578.55%-543.1pp |
| Employer contribution / active EE | $10,000 | $4,333+130.8% | $3,679+171.8% | $4,876+105.1% |
| Participant deferral / active EE | $18,000 | $4,478+302.0% | $3,897+361.9% | $5,439+231.0% |
| Admin fee / account holder | $341 | $6,332-94.6% | $5,194-93.4% | $10,885-96.9% |