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 5-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 | $20,691 | $70,669-70.7% | $169,368-87.8% | $75,163-72.5% |
| Participation rate | 85.2% | 64.8%+20.4pp | 77.1%+8.0pp | 67.2%+18.0pp |
| Annual return | 31.04% | 36.36%-5.3pp | 405.60%-374.6pp | 160.62%-129.6pp |
| Employer contribution / active EE | $1,514 | $2,211-31.5% | $4,013-62.3% | $2,670-43.3% |
| Participant deferral / active EE | $1,920 | $4,311-55.5% | $6,221-69.1% | $4,125-53.5% |
| Admin fee / account holder | $924 | $5,402-82.9% | $9,003-89.7% | $5,651-83.6% |