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 | $46,058 | $31,310+47.1% | $53,898-14.5% | $74,304-38.0% |
| Participation rate | 100.0% | 30.7%+69.3pp | 55.0%+45.0pp | 60.3%+39.7pp |
| Annual return | 21.40% | 23.16%-1.8pp | 528.60%-507.2pp | 29.43%-8.0pp |
| Employer contribution / active EE | $3,435 | $450+663.6% | $932+268.5% | $2,241+53.3% |
| Participant deferral / active EE | $7,081 | $934+657.9% | $1,826+287.7% | $3,767+88.0% |
| Admin fee / account holder | $6,958 | $2,175+219.8% | $2,491+179.3% | $2,969+134.4% |