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 | $109,154 | $114,047-4.3% | $96,139+13.5% | $167,490-34.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.66% | 189.88%-176.2pp | 191.94%-178.3pp | 478.56%-464.9pp |
| Employer contribution / active EE | $17,743 | $3,427+417.7% | $2,797+534.4% | $4,837+266.8% |
| Participant deferral / active EE | $6,669 | $5,194+28.4% | $4,349+53.4% | $6,341+5.2% |
| Admin fee / account holder | $463 | $6,897-93.3% | $5,537-91.6% | $12,309-96.2% |