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 5-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 | $25,497 | $102,317-75.1% | $146,958-82.6% | $80,856-68.5% |
| Participation rate | 89.9% | 75.8%+14.1pp | 82.2%+7.7pp | 67.6%+22.2pp |
| Annual return | 27.59% | 134.76%-107.2pp | 418.34%-390.7pp | 35.59%-8.0pp |
| Employer contribution / active EE | $1,927 | $3,713-48.1% | $4,933-60.9% | $2,755-30.1% |
| Participant deferral / active EE | $6,109 | $6,644-8.1% | $8,070-24.3% | $4,296+42.2% |
| Admin fee / account holder | $2,205 | $7,941-72.2% | $12,998-83.0% | $6,918-68.1% |