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 | $31,734 | $90,348-64.9% | $75,972-58.2% | $145,922-78.3% |
| Participation rate | 92.3% | 74.5%+17.9pp | 69.1%+23.3pp | 80.3%+12.0pp |
| Annual return | 16.89% | 620.88%-604.0pp | 359.55%-342.7pp | 561.29%-544.4pp |
| Employer contribution / active EE | $4,019 | $3,311+21.4% | $2,685+49.7% | $4,660-13.7% |
| Participant deferral / active EE | $8,264 | $5,162+60.1% | $4,255+94.2% | $6,688+23.6% |
| Admin fee / account holder | $3,285 | $8,467-61.2% | $6,467-49.2% | $13,397-75.5% |