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 | $27,446 | $70,606-61.1% | $53,898-49.1% | $142,382-80.7% |
| Participation rate | 93.8% | 63.7%+30.0pp | 55.0%+38.8pp | 80.1%+13.6pp |
| Annual return | 16.47% | 619.81%-603.3pp | 528.60%-512.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,655 | $1,202+37.7% | $932+77.6% | $4,299-61.5% |
| Participant deferral / active EE | $4,384 | $2,364+85.5% | $1,826+140.1% | $6,507-32.6% |
| Admin fee / account holder | $2,929 | $2,852+2.7% | $2,491+17.6% | $12,624-76.8% |