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 | $9,346 | $27,915-66.5% | $58,482-84.0% | $75,163-87.6% |
| Participation rate | 86.3% | 38.8%+47.5pp | 50.9%+35.4pp | 67.2%+19.1pp |
| Annual return | 23.00% | 44.20%-21.2pp | 4239.32%-4216.3pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,501 | $669+124.4% | $1,053+42.6% | $2,670-43.8% |
| Participant deferral / active EE | $2,644 | $1,201+120.1% | $1,924+37.5% | $4,125-35.9% |
| Admin fee / account holder | $664 | $1,726-61.5% | $2,516-73.6% | $5,651-88.2% |