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 | $15,663 | $27,915-43.9% | $58,482-73.2% | $75,163-79.2% |
| Participation rate | 80.6% | 38.8%+41.8pp | 50.9%+29.8pp | 67.2%+13.5pp |
| Annual return | 22.83% | 44.20%-21.4pp | 4239.32%-4216.5pp | 160.62%-137.8pp |
| Employer contribution / active EE | $2,849 | $669+325.8% | $1,053+170.5% | $2,670+6.7% |
| Participant deferral / active EE | $2,944 | $1,201+145.0% | $1,924+53.0% | $4,125-28.6% |
| Admin fee / account holder | $526 | $1,726-69.5% | $2,516-79.1% | $5,651-90.7% |