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 6-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 | $24,901 | $58,208-57.2% | $81,812-69.6% | $80,856-69.2% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.3%+24.1pp | 67.6%+28.8pp |
| Annual return | 11.14% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,284 | $2,340-45.1% | $2,912-55.9% | $2,755-53.4% |
| Participant deferral / active EE | $6,595 | $3,281+101.0% | $4,319+52.7% | $4,296+53.5% |
| Admin fee / account holder | $866 | $4,981-82.6% | $7,386-88.3% | $6,918-87.5% |