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 | $39,534 | $29,660+33.3% | $56,411-29.9% | $80,856-51.1% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 11.47% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $464 | $669-30.6% | $1,039-55.3% | $2,755-83.1% |
| Participant deferral / active EE | $3,522 | $1,226+187.3% | $1,952+80.5% | $4,296-18.0% |
| Admin fee / account holder | $7,393 | $2,428+204.6% | $2,829+161.4% | $6,918+6.9% |