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 5-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 | $36,649 | $85,022-56.9% | $70,515-48.0% | $139,434-73.7% |
| Participation rate | 92.9% | 73.9%+18.9pp | 68.3%+24.5pp | 80.3%+12.5pp |
| Annual return | 24.33% | 30.38%-6.1pp | 32.77%-8.4pp | 372.94%-348.6pp |
| Employer contribution / active EE | $10,932 | $3,909+179.7% | $2,973+267.6% | $4,751+130.1% |
| Participant deferral / active EE | $14,626 | $5,890+148.3% | $4,567+220.3% | $6,710+118.0% |
| Admin fee / account holder | $1,193 | $8,906-86.6% | $6,412-81.4% | $11,403-89.5% |