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 6-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 | $36,847 | $165,984-77.8% | $164,813-77.6% | $145,922-74.7% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 19.62% | 100.03%-80.4pp | 69.93%-50.3pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,637 | $5,273-69.0% | $4,341-62.3% | $4,660-64.9% |
| Participant deferral / active EE | $8,729 | $6,959+25.4% | $6,031+44.7% | $6,688+30.5% |
| Admin fee / account holder | $685 | $16,648-95.9% | $12,690-94.6% | $13,397-94.9% |