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 | $117,586 | $96,635+21.7% | $86,612+35.8% | $139,434-15.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.41% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $7,767 | $3,263+138.0% | $3,022+157.0% | $4,751+63.5% |
| Participant deferral / active EE | $11,162 | $4,836+130.8% | $4,438+151.5% | $6,710+66.3% |
| Admin fee / account holder | $2,043 | $6,408-68.1% | $5,614-63.6% | $11,403-82.1% |