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 | $35,014 | $82,664-57.6% | $125,339-72.1% | $68,494-48.9% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | 28.26% | -5.97%+34.2pp | 572.05%-543.8pp | -7.84%+36.1pp |
| Employer contribution / active EE | $9,421 | $3,381+178.7% | $4,814+95.7% | $2,596+262.9% |
| Participant deferral / active EE | $9,001 | $6,110+47.3% | $7,446+20.9% | $4,027+123.5% |
| Admin fee / account holder | $2,332 | $6,275-62.8% | $10,010-76.7% | $5,403-56.8% |