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 3-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 | $18,175 | $54,705-66.8% | $71,209-74.5% | $84,808-78.6% |
| Participation rate | 97.2% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+28.9pp |
| Annual return | 33.73% | 35.90%-2.2pp | 282.51%-248.8pp | 40.90%-7.2pp |
| Employer contribution / active EE | $4,262 | $2,158+97.5% | $2,721+56.6% | $2,631+62.0% |
| Participant deferral / active EE | $3,246 | $3,030+7.1% | $4,175-22.2% | $4,212-22.9% |
| Admin fee / account holder | $314 | $4,863-93.5% | $5,349-94.1% | $7,344-95.7% |