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 | $21,238 | $70,606-69.9% | $53,898-60.6% | $142,382-85.1% |
| Participation rate | 95.2% | 63.7%+31.5pp | 55.0%+40.3pp | 80.1%+15.1pp |
| Annual return | 24.28% | 619.81%-595.5pp | 528.60%-504.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $959 | $1,202-20.2% | $932+2.9% | $4,299-77.7% |
| Participant deferral / active EE | $3,485 | $2,364+47.4% | $1,826+90.8% | $6,507-46.4% |
| Admin fee / account holder | $855 | $2,852-70.0% | $2,491-65.7% | $12,624-93.2% |