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 3-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 | $29,900 | $77,899-61.6% | $149,673-80.0% | $75,163-60.2% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 39.66% | 31.72%+7.9pp | 134.42%-94.8pp | 160.62%-121.0pp |
| Employer contribution / active EE | $1,875 | $3,137-40.2% | $4,818-61.1% | $2,670-29.8% |
| Participant deferral / active EE | $4,509 | $3,411+32.2% | $5,680-20.6% | $4,125+9.3% |
| Admin fee / account holder | $5,194 | $5,956-12.8% | $13,210-60.7% | $5,651-8.1% |