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 3-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 | $32,755 | $51,604-36.5% | $129,295-74.7% | $80,874-59.5% |
| Participation rate | 82.1% | 57.0%+25.2pp | 69.6%+12.5pp | 67.6%+14.5pp |
| Annual return | 12.18% | 20.76%-8.6pp | 9429.28%-9417.1pp | 35.62%-23.4pp |
| Employer contribution / active EE | $3,010 | $1,585+90.0% | $4,157-27.6% | $2,756+9.2% |
| Participant deferral / active EE | $7,012 | $2,670+162.6% | $4,169+68.2% | $4,297+63.2% |
| Admin fee / account holder | $1,512 | $4,310-64.9% | $7,665-80.3% | $6,935-78.2% |