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 | $101,101 | $105,998-4.6% | $92,233+9.6% | $147,584-31.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.54% | 50.05%-37.5pp | 176.28%-163.7pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,829 | $4,333-57.8% | $3,679-50.3% | $4,876-62.5% |
| Participant deferral / active EE | $5,317 | $4,478+18.7% | $3,897+36.4% | $5,439-2.2% |
| Admin fee / account holder | $3,402 | $6,332-46.3% | $5,194-34.5% | $10,885-68.7% |