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 | $65,024 | $150,187-56.7% | $120,354-46.0% | $145,922-55.4% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 13.97% | 154.07%-140.1pp | 107.15%-93.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,623 | $4,348-16.7% | $3,463+4.6% | $4,660-22.2% |
| Participant deferral / active EE | $4,488 | $6,173-27.3% | $4,991-10.1% | $6,688-32.9% |
| Admin fee / account holder | $1,506 | $12,207-87.7% | $9,423-84.0% | $13,397-88.8% |