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 | $32,321 | $30,400+6.3% | $53,898-40.0% | $84,808-61.9% |
| Participation rate | 96.2% | 46.4%+49.7pp | 55.0%+41.2pp | 68.3%+27.8pp |
| Annual return | 20.05% | 500.19%-480.1pp | 528.60%-508.6pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,294 | $603+612.4% | $932+360.7% | $2,631+63.2% |
| Participant deferral / active EE | $8,448 | $1,199+604.8% | $1,826+362.6% | $4,212+100.6% |
| Admin fee / account holder | $2,497 | $1,993+25.3% | $2,491+0.3% | $7,344-66.0% |