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 6-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 | $34,312 | $70,606-51.4% | $53,898-36.3% | $142,382-75.9% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 16.56% | 619.81%-603.3pp | 528.60%-512.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,519 | $1,202+109.6% | $932+170.3% | $4,299-41.4% |
| Participant deferral / active EE | $7,429 | $2,364+214.3% | $1,826+306.8% | $6,507+14.2% |
| Admin fee / account holder | $459 | $2,852-83.9% | $2,491-81.6% | $12,624-96.4% |