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 | $17,238 | $82,286-79.1% | $68,791-74.9% | $134,475-87.2% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.0%+22.6pp | 81.2%+10.4pp |
| Annual return | 155.77% | -2.19%+158.0pp | -6.38%+162.1pp | 417.96%-262.2pp |
| Employer contribution / active EE | $1,737 | $3,301-47.4% | $2,655-34.6% | $4,740-63.4% |
| Participant deferral / active EE | $4,960 | $4,739+4.7% | $3,941+25.8% | $6,400-22.5% |
| Admin fee / account holder | $26,794 | $6,481+313.5% | $4,932+443.3% | $11,426+134.5% |