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 | $26,869 | $109,982-75.6% | $97,226-72.4% | $145,922-81.6% |
| Participation rate | 81.3% | 75.9%+5.3pp | 72.7%+8.6pp | 80.3%+1.0pp |
| Annual return | 12.60% | 242.90%-230.3pp | 75.13%-62.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $935 | $3,084-69.7% | $2,729-65.7% | $4,660-79.9% |
| Participant deferral / active EE | $4,792 | $4,676+2.5% | $4,264+12.4% | $6,688-28.3% |
| Admin fee / account holder | $594 | $6,221-90.5% | $5,654-89.5% | $13,397-95.6% |