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 | $22,321 | $69,010-67.7% | $159,960-86.0% | $68,494-67.4% |
| Participation rate | 79.3% | 65.4%+13.9pp | 78.0%+1.4pp | 67.9%+11.4pp |
| Annual return | 57.26% | -9.65%+66.9pp | 408.60%-351.3pp | -7.84%+65.1pp |
| Employer contribution / active EE | $4,915 | $2,213+122.1% | $4,226+16.3% | $2,596+89.3% |
| Participant deferral / active EE | $8,482 | $4,212+101.4% | $6,182+37.2% | $4,027+110.6% |
| Admin fee / account holder | $5,761 | $4,798+20.1% | $8,698-33.8% | $5,403+6.6% |