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 | $19,480 | $30,400-35.9% | $53,898-63.9% | $84,808-77.0% |
| Participation rate | 97.2% | 46.4%+50.8pp | 55.0%+42.3pp | 68.3%+28.9pp |
| Annual return | 16.61% | 500.19%-483.6pp | 528.60%-512.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $901 | $603+49.5% | $932-3.3% | $2,631-65.7% |
| Participant deferral / active EE | $2,723 | $1,199+127.2% | $1,826+49.1% | $4,212-35.3% |
| Admin fee / account holder | $467 | $1,993-76.6% | $2,491-81.3% | $7,344-93.6% |