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 | $21,569 | $54,705-60.6% | $71,209-69.7% | $84,808-74.6% |
| Participation rate | 82.9% | 64.1%+18.9pp | 73.8%+9.2pp | 68.3%+14.6pp |
| Annual return | 17.96% | 35.90%-17.9pp | 282.51%-264.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,762 | $2,158+28.0% | $2,721+1.5% | $2,631+5.0% |
| Participant deferral / active EE | $4,906 | $3,030+61.9% | $4,175+17.5% | $4,212+16.5% |
| Admin fee / account holder | $6,507 | $4,863+33.8% | $5,349+21.7% | $7,344-11.4% |