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 | $39,557 | $202,432-80.5% | $169,368-76.6% | $139,434-71.6% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 15.69% | 531.74%-516.0pp | 405.60%-389.9pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,101 | $4,692-55.2% | $4,013-47.6% | $4,751-55.8% |
| Participant deferral / active EE | $4,335 | $6,938-37.5% | $6,221-30.3% | $6,710-35.4% |
| Admin fee / account holder | $15,109 | $10,708+41.1% | $9,003+67.8% | $11,403+32.5% |