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 4-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 | $53,339 | $102,317-47.9% | $146,958-63.7% | $80,856-34.0% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 569.24% | 134.76%+434.5pp | 418.34%+150.9pp | 35.59%+533.6pp |
| Employer contribution / active EE | $9,281 | $3,713+150.0% | $4,933+88.2% | $2,755+236.9% |
| Participant deferral / active EE | $6,023 | $6,644-9.3% | $8,070-25.4% | $4,296+40.2% |
| Admin fee / account holder | $5,024 | $7,941-36.7% | $12,998-61.4% | $6,918-27.4% |