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 | $37,033 | $159,901-76.8% | $146,958-74.8% | $145,922-74.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.72% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,964 | $5,286-62.8% | $4,933-60.2% | $4,660-57.8% |
| Participant deferral / active EE | $8,899 | $8,428+5.6% | $8,070+10.3% | $6,688+33.1% |
| Admin fee / account holder | $4,029 | $15,044-73.2% | $12,998-69.0% | $13,397-69.9% |