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 8-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 | $26,976 | $54,705-50.7% | $71,209-62.1% | $84,808-68.2% |
| Participation rate | 94.0% | 64.1%+29.9pp | 73.8%+20.2pp | 68.3%+25.7pp |
| Annual return | 19.15% | 35.90%-16.7pp | 282.51%-263.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,116 | $2,158-2.0% | $2,721-22.2% | $2,631-19.6% |
| Participant deferral / active EE | $4,819 | $3,030+59.0% | $4,175+15.4% | $4,212+14.4% |
| Admin fee / account holder | $3,563 | $4,863-26.7% | $5,349-33.4% | $7,344-51.5% |