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 | $30,234 | $105,126-71.2% | $94,646-68.1% | $139,434-78.3% |
| Participation rate | 94.1% | 82.4%+11.8pp | 80.8%+13.3pp | 80.3%+13.8pp |
| Annual return | 16.84% | 38.03%-21.2pp | 156.71%-139.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,409 | $4,106-65.7% | $3,672-61.6% | $4,751-70.4% |
| Participant deferral / active EE | $9,059 | $7,599+19.2% | $7,418+22.1% | $6,710+35.0% |
| Admin fee / account holder | $2,175 | $8,984-75.8% | $7,231-69.9% | $11,403-80.9% |