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 | $35,469 | $72,400-51.0% | $67,502-47.5% | $145,922-75.7% |
| Participation rate | 92.3% | 76.9%+15.5pp | 72.9%+19.4pp | 80.3%+12.0pp |
| Annual return | 20.97% | 7182.46%-7161.5pp | 3512.12%-3491.2pp | 561.29%-540.3pp |
| Employer contribution / active EE | $4,568 | $3,069+48.8% | $2,731+67.3% | $4,660-2.0% |
| Participant deferral / active EE | $5,271 | $4,783+10.2% | $4,000+31.8% | $6,688-21.2% |
| Admin fee / account holder | $773 | $5,539-86.0% | $3,998-80.7% | $13,397-94.2% |