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 4-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 | $41,732 | $109,982-62.1% | $97,226-57.1% | $145,922-71.4% |
| Participation rate | 82.4% | 75.9%+6.4pp | 72.7%+9.7pp | 80.3%+2.1pp |
| Annual return | 14.28% | 242.90%-228.6pp | 75.13%-60.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,412 | $3,084-54.2% | $2,729-48.3% | $4,660-69.7% |
| Participant deferral / active EE | $7,735 | $4,676+65.4% | $4,264+81.4% | $6,688+15.7% |
| Admin fee / account holder | $4,461 | $6,221-28.3% | $5,654-21.1% | $13,397-66.7% |