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 | $11,769 | $27,915-57.8% | $58,482-79.9% | $75,163-84.3% |
| Participation rate | 76.7% | 38.8%+37.8pp | 50.9%+25.8pp | 67.2%+9.5pp |
| Annual return | 21.79% | 44.20%-22.4pp | 4239.32%-4217.5pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,204 | $669+79.9% | $1,053+14.3% | $2,670-54.9% |
| Participant deferral / active EE | $3,273 | $1,201+172.5% | $1,924+70.2% | $4,125-20.6% |
| Admin fee / account holder | $1,022 | $1,726-40.8% | $2,516-59.4% | $5,651-81.9% |