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 | $55,547 | $88,710-37.4% | $81,783-32.1% | $145,959-61.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 19.81% | 1027.26%-1007.5pp | 775.05%-755.2pp | 561.95%-542.1pp |
| Employer contribution / active EE | $2,589 | $3,083-16.0% | $2,913-11.1% | $4,661-44.4% |
| Participant deferral / active EE | $15,353 | $4,645+230.5% | $4,320+255.4% | $6,689+129.5% |
| Admin fee / account holder | $1,186 | $8,407-85.9% | $7,380-83.9% | $13,398-91.1% |