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 | $34,961 | $104,974-66.7% | $95,585-63.4% | $142,382-75.4% |
| Participation rate | 88.2% | 75.0%+13.3pp | 72.1%+16.2pp | 80.1%+8.1pp |
| Annual return | 16.65% | 210.33%-193.7pp | 38.56%-21.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,984 | $2,779+187.3% | $2,527+216.0% | $4,299+85.7% |
| Participant deferral / active EE | $6,695 | $4,352+53.8% | $4,023+66.4% | $6,507+2.9% |
| Admin fee / account holder | $487 | $6,386-92.4% | $6,127-92.1% | $12,624-96.1% |