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 | $27,660 | $183,519-84.9% | $155,509-82.2% | $145,922-81.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 12.39% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $10,401 | $5,313+95.8% | $4,672+122.6% | $4,660+123.2% |
| Participant deferral / active EE | $5,397 | $6,462-16.5% | $5,626-4.1% | $6,688-19.3% |
| Admin fee / account holder | $3,703 | $19,313-80.8% | $15,912-76.7% | $13,397-72.4% |