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 | $43,965 | $67,823-35.2% | $52,425-16.1% | $137,256-68.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.40% | 219.11%-199.7pp | 302.12%-282.7pp | 220.34%-200.9pp |
| Employer contribution / active EE | $454 | $1,163-60.9% | $914-50.3% | $4,156-89.1% |
| Participant deferral / active EE | $3,202 | $2,288+40.0% | $1,790+78.9% | $6,407-50.0% |
| Admin fee / account holder | $2,175 | $2,844-23.5% | $2,495-12.8% | $12,270-82.3% |