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 6-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 | $36,108 | $111,754-67.7% | $103,333-65.1% | $145,922-75.3% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | 12.28% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $12,160 | $4,212+188.7% | $3,868+214.4% | $4,660+161.0% |
| Participant deferral / active EE | $3,653 | $5,619-35.0% | $5,057-27.8% | $6,688-45.4% |
| Admin fee / account holder | $3,981 | $9,750-59.2% | $8,355-52.3% | $13,397-70.3% |