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 | $28,033 | $88,751-68.4% | $81,812-65.7% | $145,922-80.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 20.97% | 1025.40%-1004.4pp | 773.79%-752.8pp | 561.29%-540.3pp |
| Employer contribution / active EE | $456 | $3,083-85.2% | $2,912-84.4% | $4,660-90.2% |
| Participant deferral / active EE | $4,705 | $4,643+1.3% | $4,319+8.9% | $6,688-29.7% |
| Admin fee / account holder | $13,585 | $8,415+61.4% | $7,386+83.9% | $13,397+1.4% |