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 | $24,287 | $99,918-75.7% | $81,382-70.2% | $145,922-83.4% |
| Participation rate | 83.3% | 74.2%+9.2pp | 69.5%+13.8pp | 80.3%+3.1pp |
| Annual return | 15.05% | 34.32%-19.3pp | 24.73%-9.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,648 | $2,978-44.6% | $2,463-33.1% | $4,660-64.6% |
| Participant deferral / active EE | $2,053 | $4,605-55.4% | $3,883-47.1% | $6,688-69.3% |
| Admin fee / account holder | $3,267 | $8,212-60.2% | $5,768-43.4% | $13,397-75.6% |