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 | $41,438 | $96,635-57.1% | $86,612-52.2% | $139,434-70.3% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 25.69% | 106.41%-80.7pp | 591.07%-565.4pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,130 | $3,263-65.4% | $3,022-62.6% | $4,751-76.2% |
| Participant deferral / active EE | $6,444 | $4,836+33.3% | $4,438+45.2% | $6,710-4.0% |
| Admin fee / account holder | $325 | $6,408-94.9% | $5,614-94.2% | $11,403-97.1% |