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 | $40,089 | $117,841-66.0% | $102,423-60.9% | $145,922-72.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 13.20% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,701 | $3,615+30.1% | $3,023+55.5% | $4,660+0.9% |
| Participant deferral / active EE | $6,966 | $5,731+21.6% | $5,053+37.9% | $6,688+4.2% |
| Admin fee / account holder | $437 | $13,326-96.7% | $9,451-95.4% | $13,397-96.7% |