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 3-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 | $31,113 | $70,756-56.0% | $65,493-52.5% | $142,382-78.1% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 23.49% | 1754.89%-1731.4pp | 982.45%-959.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $4,418 | $2,881+53.4% | $2,574+71.6% | $4,299+2.8% |
| Participant deferral / active EE | $8,872 | $4,637+91.3% | $3,961+124.0% | $6,507+36.3% |
| Admin fee / account holder | $7,058 | $6,559+7.6% | $5,028+40.4% | $12,624-44.1% |