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 | $76,811 | $106,890-28.1% | $84,015-8.6% | $152,861-49.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.68% | 104.99%-85.3pp | 71.31%-51.6pp | 345.32%-325.6pp |
| Employer contribution / active EE | $13,446 | $2,734+391.8% | $1,983+577.9% | $4,762+182.4% |
| Participant deferral / active EE | $7,959 | $4,011+98.4% | $3,239+145.8% | $5,850+36.0% |
| Admin fee / account holder | $2,364 | $8,285-71.5% | $6,101-61.2% | $11,596-79.6% |