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 6-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 | $31,690 | $114,381-72.3% | $107,525-70.5% | $142,382-77.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 18.51% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,766 | $4,015-56.0% | $3,754-53.0% | $4,299-58.9% |
| Participant deferral / active EE | $10,792 | $5,564+93.9% | $5,116+111.0% | $6,507+65.8% |
| Admin fee / account holder | $3,515 | $9,860-64.4% | $8,919-60.6% | $12,624-72.2% |