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 | $56,967 | $150,187-62.1% | $120,354-52.7% | $145,922-61.0% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 16.95% | 154.07%-137.1pp | 107.15%-90.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,422 | $4,348-67.3% | $3,463-58.9% | $4,660-69.5% |
| Participant deferral / active EE | $6,087 | $6,173-1.4% | $4,991+22.0% | $6,688-9.0% |
| Admin fee / account holder | $543 | $12,207-95.6% | $9,423-94.2% | $13,397-95.9% |