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 7-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 | $49,411 | $53,516-7.7% | $126,539-61.0% | $84,808-41.7% |
| Participation rate | 91.4% | 58.2%+33.2pp | 69.8%+21.6pp | 68.3%+23.1pp |
| Annual return | 15.97% | 58.34%-42.4pp | 425.95%-410.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,020 | $1,535+31.6% | $3,674-45.0% | $2,631-23.2% |
| Participant deferral / active EE | $4,935 | $2,671+84.8% | $4,083+20.9% | $4,212+17.2% |
| Admin fee / account holder | $1,231 | $4,497-72.6% | $6,065-79.7% | $7,344-83.2% |