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 | $13,592 | $22,587-39.8% | $65,255-79.2% | $75,163-81.9% |
| Participation rate | 75.7% | 63.1%+12.6pp | 65.0%+10.7pp | 67.2%+8.5pp |
| Annual return | 18.68% | 71.03%-52.4pp | 47.35%-28.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $945 | $941+0.5% | $1,691-44.1% | $2,670-64.6% |
| Participant deferral / active EE | $3,377 | $1,695+99.2% | $2,831+19.3% | $4,125-18.1% |
| Admin fee / account holder | $1,050 | $1,876-44.0% | $4,112-74.5% | $5,651-81.4% |