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 3-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 | $10,379 | $70,606-85.3% | $53,898-80.7% | $142,382-92.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 12.82% | 619.81%-607.0pp | 528.60%-515.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,100 | $1,202+157.9% | $932+232.6% | $4,299-27.9% |
| Participant deferral / active EE | $4,942 | $2,364+109.1% | $1,826+170.6% | $6,507-24.1% |
| Admin fee / account holder | $3,317 | $2,852+16.3% | $2,491+33.2% | $12,624-73.7% |