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 | $24,342 | $29,319-17.0% | $52,425-53.6% | $82,448-70.5% |
| Participation rate | 97.4% | 46.9%+50.5pp | 55.6%+41.7pp | 68.1%+29.3pp |
| Annual return | 20.16% | 535.20%-515.0pp | 302.12%-282.0pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,968 | $586+406.2% | $914+224.7% | $2,551+16.4% |
| Participant deferral / active EE | $2,796 | $1,171+138.7% | $1,790+56.2% | $4,139-32.4% |
| Admin fee / account holder | $1,151 | $1,962-41.4% | $2,495-53.9% | $7,234-84.1% |