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 | $55,478 | $99,919-44.5% | - | $158,922-65.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | - | 82.0%+18.0pp |
| Annual return | 24.84% | 35.31%-10.5pp | - | 302.83%-278.0pp |
| Employer contribution / active EE | $2,880 | $3,686-21.9% | - | $4,761-39.5% |
| Participant deferral / active EE | $22,750 | $4,771+376.8% | - | $5,982+280.3% |
| Admin fee / account holder | $1,229 | $2,820-56.4% | - | $11,246-89.1% |