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 | $31,435 | $89,753-65.0% | $107,525-70.8% | $84,808-62.9% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 21.10% | 29.48%-8.4pp | 181.32%-160.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,830 | $3,113-9.1% | $3,754-24.6% | $2,631+7.6% |
| Participant deferral / active EE | $8,737 | $4,056+115.4% | $5,116+70.8% | $4,212+107.5% |
| Admin fee / account holder | $2,127 | $7,222-70.6% | $8,919-76.2% | $7,344-71.0% |