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 | $25,726 | $89,753-71.3% | $107,525-76.1% | $84,808-69.7% |
| Participation rate | 81.8% | 68.1%+13.8pp | 75.1%+6.7pp | 68.3%+13.5pp |
| Annual return | 18.95% | 29.48%-10.5pp | 181.32%-162.4pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,287 | $3,113-58.7% | $3,754-65.7% | $2,631-51.1% |
| Participant deferral / active EE | $3,734 | $4,056-7.9% | $5,116-27.0% | $4,212-11.3% |
| Admin fee / account holder | $2,710 | $7,222-62.5% | $8,919-69.6% | $7,344-63.1% |