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 | $21,347 | $111,724-80.9% | $93,606-77.2% | $145,922-85.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 14.10% | 202.98%-188.9pp | 133.20%-119.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $859 | $3,090-72.2% | $2,420-64.5% | $4,660-81.6% |
| Participant deferral / active EE | $1,808 | $4,912-63.2% | $4,411-59.0% | $6,688-73.0% |
| Admin fee / account holder | $1,666 | $10,250-83.7% | $8,285-79.9% | $13,397-87.6% |