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 | $29,851 | $98,750-69.8% | $149,696-80.1% | $79,858-62.6% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.8pp |
| Annual return | 46.86% | 27.43%+19.4pp | 276.60%-229.7pp | 31.71%+15.1pp |
| Employer contribution / active EE | $1,057 | $3,216-67.2% | $4,644-77.3% | $2,471-57.2% |
| Participant deferral / active EE | $5,955 | $5,680+4.8% | $6,842-13.0% | $3,740+59.2% |
| Admin fee / account holder | $612 | $6,053-89.9% | $9,309-93.4% | $5,306-88.5% |