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 | $105,191 | $102,966+2.2% | $90,281+16.5% | $152,861-31.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.07% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $8,828 | $3,139+181.3% | $2,854+209.3% | $4,762+85.4% |
| Participant deferral / active EE | $4,375 | $4,281+2.2% | $3,885+12.6% | $5,850-25.2% |
| Admin fee / account holder | $3,122 | $6,171-49.4% | $5,351-41.7% | $11,596-73.1% |