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 7-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 | $24,859 | $111,724-77.8% | $93,606-73.4% | $145,922-83.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 14.23% | 202.98%-188.8pp | 133.20%-119.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,923 | $3,090-37.8% | $2,420-20.6% | $4,660-58.7% |
| Participant deferral / active EE | $2,054 | $4,912-58.2% | $4,411-53.4% | $6,688-69.3% |
| Admin fee / account holder | $2,135 | $10,250-79.2% | $8,285-74.2% | $13,397-84.1% |