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 10-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 | $21,976 | $63,346-65.3% | $92,233-76.2% | $70,131-68.7% |
| Participation rate | 91.1% | 68.7%+22.4pp | 76.5%+14.6pp | 69.5%+21.6pp |
| Annual return | 18.80% | 530.12%-511.3pp | 176.28%-157.5pp | 73.14%-54.3pp |
| Employer contribution / active EE | $3,463 | $2,471+40.1% | $3,679-5.9% | $2,342+47.8% |
| Participant deferral / active EE | $2,975 | $2,854+4.2% | $3,897-23.7% | $3,332-10.7% |
| Admin fee / account holder | $3,054 | $3,840-20.5% | $5,194-41.2% | $4,645-34.3% |