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 7-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 | $20,185 | $77,899-74.1% | $149,673-86.5% | $75,163-73.1% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 38.25% | 31.72%+6.5pp | 134.42%-96.2pp | 160.62%-122.4pp |
| Employer contribution / active EE | $2,715 | $3,137-13.5% | $4,818-43.6% | $2,670+1.7% |
| Participant deferral / active EE | $4,446 | $3,411+30.3% | $5,680-21.7% | $4,125+7.8% |
| Admin fee / account holder | $957 | $5,956-83.9% | $13,210-92.8% | $5,651-83.1% |