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 | $18,854 | $60,022-68.6% | $88,946-78.8% | $84,808-77.8% |
| Participation rate | 79.7% | 57.8%+21.9pp | 68.8%+10.9pp | 68.3%+11.4pp |
| Annual return | 17.98% | 22.43%-4.4pp | 57.82%-39.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,280 | $1,703-24.8% | $2,555-49.9% | $2,631-51.4% |
| Participant deferral / active EE | $3,559 | $3,114+14.3% | $4,581-22.3% | $4,212-15.5% |
| Admin fee / account holder | $2,013 | $4,811-58.2% | $8,261-75.6% | $7,344-72.6% |