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 | $72,301 | $99,652-27.4% | $78,778-8.2% | $147,584-51.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.18% | 47.28%-34.1pp | 35.62%-22.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $13,186 | $2,796+371.7% | $1,986+564.1% | $4,876+170.4% |
| Participant deferral / active EE | $3,096 | $3,664-15.5% | $2,958+4.7% | $5,439-43.1% |
| Admin fee / account holder | $884 | $7,155-87.7% | $5,134-82.8% | $10,885-91.9% |