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 | $73,319 | $105,998-30.8% | $92,233-20.5% | $147,584-50.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.24% | 50.05%-23.8pp | 176.28%-150.0pp | 578.55%-552.3pp |
| Employer contribution / active EE | $29,129 | $4,333+572.3% | $3,679+691.7% | $4,876+497.3% |
| Participant deferral / active EE | $7,203 | $4,478+60.9% | $3,897+84.8% | $5,439+32.4% |
| Admin fee / account holder | $664 | $6,332-89.5% | $5,194-87.2% | $10,885-93.9% |