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 | $96,939 | $70,606+37.3% | $53,898+79.9% | $142,382-31.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.08% | 619.81%-604.7pp | 528.60%-513.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,740 | $1,202+44.7% | $932+86.6% | $4,299-59.5% |
| Participant deferral / active EE | $15,392 | $2,364+551.1% | $1,826+742.8% | $6,507+136.5% |
| Admin fee / account holder | $1,143 | $2,852-59.9% | $2,491-54.1% | $12,624-90.9% |