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 | $56,130 | $70,606-20.5% | $53,898+4.1% | $142,382-60.6% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 15.37% | 619.81%-604.4pp | 528.60%-513.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,011 | $1,202+67.3% | $932+115.8% | $4,299-53.2% |
| Participant deferral / active EE | $8,697 | $2,364+267.9% | $1,826+376.2% | $6,507+33.6% |
| Admin fee / account holder | $2,636 | $2,852-7.6% | $2,491+5.8% | $12,624-79.1% |