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 | $46,517 | $105,998-56.1% | $92,233-49.6% | $147,584-68.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.37% | 50.05%-32.7pp | 176.28%-158.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $12,306 | $4,333+184.0% | $3,679+234.5% | $4,876+152.4% |
| Participant deferral / active EE | $5,346 | $4,478+19.4% | $3,897+37.2% | $5,439-1.7% |
| Admin fee / account holder | $9,959 | $6,332+57.3% | $5,194+91.8% | $10,885-8.5% |