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 4-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 | $21,361 | $70,756-69.8% | $65,493-67.4% | $142,382-85.0% |
| Participation rate | 93.8% | 77.4%+16.4pp | 73.1%+20.7pp | 80.1%+13.6pp |
| Annual return | 13.36% | 1754.89%-1741.5pp | 982.45%-969.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $872 | $2,881-69.7% | $2,574-66.1% | $4,299-79.7% |
| Participant deferral / active EE | $2,858 | $4,637-38.4% | $3,961-27.9% | $6,507-56.1% |
| Admin fee / account holder | $2,839 | $6,559-56.7% | $5,028-43.5% | $12,624-77.5% |