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 | $92,879 | $96,635-3.9% | $86,612+7.2% | $139,434-33.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 37.54% | 106.41%-68.9pp | 591.07%-553.5pp | 372.94%-335.4pp |
| Employer contribution / active EE | $6,626 | $3,263+103.1% | $3,022+119.2% | $4,751+39.5% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $9,794 | $6,408+52.9% | $5,614+74.5% | $11,403-14.1% |