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 | $67,585 | $70,606-4.3% | $53,898+25.4% | $142,382-52.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 10.39% | 619.81%-609.4pp | 528.60%-518.2pp | 217.08%-206.7pp |
| Employer contribution / active EE | $145 | $1,202-87.9% | $932-84.4% | $4,299-96.6% |
| Participant deferral / active EE | $3,954 | $2,364+67.3% | $1,826+116.5% | $6,507-39.2% |
| Admin fee / account holder | $14,810 | $2,852+419.4% | $2,491+494.6% | $12,624+17.3% |