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 | $28,792 | $60,022-52.0% | $88,946-67.6% | $84,808-66.0% |
| Participation rate | 96.3% | 57.8%+38.5pp | 68.8%+27.4pp | 68.3%+28.0pp |
| Annual return | 20.69% | 22.43%-1.7pp | 57.82%-37.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $5,589 | $1,703+228.2% | $2,555+118.7% | $2,631+112.4% |
| Participant deferral / active EE | $9,036 | $3,114+190.2% | $4,581+97.2% | $4,212+114.6% |
| Admin fee / account holder | $6,571 | $4,811+36.6% | $8,261-20.5% | $7,344-10.5% |