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 3-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 | $38,590 | $210,648-81.7% | $177,989-78.3% | $145,922-73.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.21% | 385.86%-371.7pp | 294.48%-280.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,356 | $4,565-70.3% | $3,949-65.7% | $4,660-70.9% |
| Participant deferral / active EE | $8,877 | $6,958+27.6% | $6,276+41.4% | $6,688+32.7% |
| Admin fee / account holder | $7,960 | $12,013-33.7% | $10,363-23.2% | $13,397-40.6% |