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 | $28,585 | $55,415-48.4% | $155,509-81.6% | $74,495-61.6% |
| Participation rate | 96.5% | 61.9%+34.6pp | 78.2%+18.3pp | 67.2%+29.3pp |
| Annual return | 22.67% | 268.50%-245.8pp | 64.67%-42.0pp | 1364.94%-1342.3pp |
| Employer contribution / active EE | $1,895 | $2,267-16.4% | $4,672-59.4% | $2,623-27.8% |
| Participant deferral / active EE | $2,937 | $2,836+3.6% | $5,626-47.8% | $4,346-32.4% |
| Admin fee / account holder | $1,764 | $1,738+1.5% | $15,912-88.9% | $1,942-9.2% |