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 | $5,311 | $67,823-92.2% | $52,425-89.9% | $137,256-96.1% |
| Participation rate | 70.0% | 63.9%+6.1pp | 55.6%+14.4pp | 80.0%-10.0pp |
| Annual return | 22.68% | 219.11%-196.4pp | 302.12%-279.4pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,537 | $1,163+32.2% | $914+68.1% | $4,156-63.0% |
| Participant deferral / active EE | $2,240 | $2,288-2.1% | $1,790+25.1% | $6,407-65.0% |
| Admin fee / account holder | $1,150 | $2,844-59.6% | $2,495-53.9% | $12,270-90.6% |