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 | $4,028 | $70,756-94.3% | $65,493-93.8% | $142,382-97.2% |
| Participation rate | 77.8% | 77.4%+0.4pp | 73.1%+4.7pp | 80.1%-2.3pp |
| Annual return | 17.79% | 1754.89%-1737.1pp | 982.45%-964.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $710 | $2,881-75.3% | $2,574-72.4% | $4,299-83.5% |
| Participant deferral / active EE | $1,471 | $4,637-68.3% | $3,961-62.9% | $6,507-77.4% |
| Admin fee / account holder | $645 | $6,559-90.2% | $5,028-87.2% | $12,624-94.9% |