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 5-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 | $68,597 | $99,877-31.3% | $84,966-19.3% | $145,922-53.0% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 12.51% | 83.76%-71.3pp | 66.38%-53.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,609 | $3,231-50.2% | $2,727-41.0% | $4,660-65.5% |
| Participant deferral / active EE | $7,532 | $5,291+42.4% | $4,519+66.7% | $6,688+12.6% |
| Admin fee / account holder | $2,546 | $7,248-64.9% | $6,149-58.6% | $13,397-81.0% |