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 | $31,866 | $111,754-71.5% | $103,333-69.2% | $145,922-78.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 18.25% | 24.77%-6.5pp | 24.88%-6.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,836 | $4,212-32.7% | $3,868-26.7% | $4,660-39.1% |
| Participant deferral / active EE | $3,805 | $5,619-32.3% | $5,057-24.8% | $6,688-43.1% |
| Admin fee / account holder | $1,793 | $9,750-81.6% | $8,355-78.5% | $13,397-86.6% |