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 | $37,488 | $104,664-64.2% | $85,682-56.2% | $167,490-77.6% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 12.63% | 21.45%-8.8pp | 21.49%-8.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,983 | $3,337-40.6% | $2,618-24.3% | $4,837-59.0% |
| Participant deferral / active EE | $2,588 | $4,824-46.3% | $3,923-34.0% | $6,341-59.2% |
| Admin fee / account holder | $746 | $10,032-92.6% | $6,873-89.2% | $12,309-93.9% |