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 | $41,252 | $70,606-41.6% | $53,898-23.5% | $142,382-71.0% |
| Participation rate | 77.8% | 63.7%+14.1pp | 55.0%+22.8pp | 80.1%-2.3pp |
| Annual return | 17.08% | 619.81%-602.7pp | 528.60%-511.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,465 | $1,202+21.9% | $932+57.2% | $4,299-65.9% |
| Participant deferral / active EE | $4,957 | $2,364+109.7% | $1,826+171.4% | $6,507-23.8% |
| Admin fee / account holder | $616 | $2,852-78.4% | $2,491-75.3% | $12,624-95.1% |