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 | $52,752 | $106,749-50.6% | $145,433-63.7% | $82,448-36.0% |
| Participation rate | 72.7% | 75.6%-2.9pp | 82.1%-9.4pp | 68.1%+4.7pp |
| Annual return | 18.29% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,541 | $3,444-26.2% | $4,554-44.2% | $2,551-0.4% |
| Participant deferral / active EE | $5,816 | $6,519-10.8% | $7,897-26.4% | $4,139+40.5% |
| Admin fee / account holder | $476 | $8,390-94.3% | $13,129-96.4% | $7,234-93.4% |