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 | $109,387 | $165,984-34.1% | $164,813-33.6% | $145,922-25.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 9.30% | 100.03%-90.7pp | 69.93%-60.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $10,673 | $5,273+102.4% | $4,341+145.9% | $4,660+129.1% |
| Participant deferral / active EE | $13,740 | $6,959+97.4% | $6,031+127.8% | $6,688+105.4% |
| Admin fee / account holder | $567 | $16,648-96.6% | $12,690-95.5% | $13,397-95.8% |