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 5-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 | $49,347 | $27,915+76.8% | $58,482-15.6% | $75,163-34.3% |
| Participation rate | 93.6% | 38.8%+54.8pp | 50.9%+42.8pp | 67.2%+26.4pp |
| Annual return | 15.58% | 44.20%-28.6pp | 4239.32%-4223.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $417 | $669-37.7% | $1,053-60.4% | $2,670-84.4% |
| Participant deferral / active EE | $2,621 | $1,201+118.2% | $1,924+36.2% | $4,125-36.5% |
| Admin fee / account holder | $1,384 | $1,726-19.8% | $2,516-45.0% | $5,651-75.5% |