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 7-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 | $20,424 | $96,635-78.9% | $86,612-76.4% | $139,434-85.4% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 19.86% | 106.41%-86.6pp | 591.07%-571.2pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,720 | $3,263-16.7% | $3,022-10.0% | $4,751-42.8% |
| Participant deferral / active EE | $5,614 | $4,836+16.1% | $4,438+26.5% | $6,710-16.3% |
| Admin fee / account holder | $13,189 | $6,408+105.8% | $5,614+134.9% | $11,403+15.7% |