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 10-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 | $30,396 | $58,927-48.4% | $76,817-60.4% | $72,985-58.4% |
| Participation rate | 86.1% | 67.3%+18.8pp | 72.1%+14.0pp | 69.5%+16.6pp |
| Annual return | 34.72% | 2305.64%-2270.9pp | 1166.11%-1131.4pp | 81.00%-46.3pp |
| Employer contribution / active EE | $1,980 | $1,787+10.8% | $2,302-14.0% | $2,440-18.8% |
| Participant deferral / active EE | $3,663 | $2,690+36.1% | $3,336+9.8% | $3,607+1.5% |
| Admin fee / account holder | $545 | $4,013-86.4% | $6,420-91.5% | $5,124-89.4% |