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 | $13,231 | $109,982-88.0% | $97,226-86.4% | $145,922-90.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 15.05% | 242.90%-227.9pp | 75.13%-60.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,201 | $3,084-28.6% | $2,729-19.3% | $4,660-52.8% |
| Participant deferral / active EE | $2,203 | $4,676-52.9% | $4,264-48.3% | $6,688-67.1% |
| Admin fee / account holder | $666 | $6,221-89.3% | $5,654-88.2% | $13,397-95.0% |