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 | $36,220 | $117,841-69.3% | $102,423-64.6% | $145,922-75.2% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 12.17% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,406 | $3,615-33.4% | $3,023-20.4% | $4,660-48.4% |
| Participant deferral / active EE | $3,281 | $5,731-42.7% | $5,053-35.1% | $6,688-50.9% |
| Admin fee / account holder | $965 | $13,326-92.8% | $9,451-89.8% | $13,397-92.8% |