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 5-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 | $28,538 | $58,234-51.0% | $81,783-65.1% | $80,874-64.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.83% | 41.70%-28.9pp | 775.05%-762.2pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,820 | $2,341-22.3% | $2,913-37.5% | $2,756-33.9% |
| Participant deferral / active EE | $5,489 | $3,283+67.2% | $4,320+27.1% | $4,297+27.7% |
| Admin fee / account holder | $4,191 | $4,982-15.9% | $7,380-43.2% | $6,935-39.6% |