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 | $29,291 | $56,053-47.7% | $75,972-61.4% | $80,856-63.8% |
| Participation rate | 81.3% | 62.0%+19.2pp | 69.1%+12.2pp | 67.6%+13.6pp |
| Annual return | 19.18% | 20.53%-1.4pp | 359.55%-340.4pp | 35.59%-16.4pp |
| Employer contribution / active EE | $3,520 | $1,874+87.8% | $2,685+31.1% | $2,755+27.8% |
| Participant deferral / active EE | $6,251 | $3,052+104.8% | $4,255+46.9% | $4,296+45.5% |
| Admin fee / account holder | $9,154 | $5,234+74.9% | $6,467+41.6% | $6,918+32.3% |