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 5-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 | $25,053 | $71,050-64.7% | $93,606-73.2% | $80,856-69.0% |
| Participation rate | 94.0% | 60.4%+33.6pp | 68.7%+25.3pp | 67.6%+26.4pp |
| Annual return | 14.79% | 11.26%+3.5pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,932 | $1,564+23.6% | $2,420-20.2% | $2,755-29.9% |
| Participant deferral / active EE | $5,985 | $4,034+48.4% | $4,411+35.7% | $4,296+39.3% |
| Admin fee / account holder | $755 | $6,945-89.1% | $8,285-90.9% | $6,918-89.1% |