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 | $60,782 | $70,606-13.9% | $53,898+12.8% | $142,382-57.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.27% | 619.81%-605.5pp | 528.60%-514.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $9,206 | $1,202+665.9% | $932+887.8% | $4,299+114.1% |
| Participant deferral / active EE | $21,088 | $2,364+792.1% | $1,826+1054.7% | $6,507+224.1% |
| Admin fee / account holder | $59,027 | $2,852+1969.9% | $2,491+2269.8% | $12,624+367.6% |