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 | $158,533 | $105,998+49.6% | $92,233+71.9% | $147,584+7.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.37% | 50.05%-39.7pp | 176.28%-165.9pp | 578.55%-568.2pp |
| Employer contribution / active EE | $8,897 | $4,333+105.3% | $3,679+141.8% | $4,876+82.5% |
| Participant deferral / active EE | $2,780 | $4,478-37.9% | $3,897-28.6% | $5,439-48.9% |
| Admin fee / account holder | $1,803 | $6,332-71.5% | $5,194-65.3% | $10,885-83.4% |