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 10-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 | $31,167 | $99,079-68.5% | $77,999-60.0% | $273,961-88.6% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 8.41% | 217.93%-209.5pp | 425.96%-417.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,011 | $3,308-69.4% | $2,470-59.1% | $4,869-79.2% |
| Participant deferral / active EE | $2,365 | $4,306-45.1% | $3,497-32.4% | $5,287-55.3% |
| Admin fee / account holder | $1,474 | $8,954-83.5% | $5,480-73.1% | $10,132-85.5% |