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 | $36,852 | $102,317-64.0% | $146,958-74.9% | $80,856-54.4% |
| Participation rate | 70.4% | 75.8%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 27.64% | 134.76%-107.1pp | 418.34%-390.7pp | 35.59%-8.0pp |
| Employer contribution / active EE | $2,538 | $3,713-31.7% | $4,933-48.6% | $2,755-7.9% |
| Participant deferral / active EE | $6,745 | $6,644+1.5% | $8,070-16.4% | $4,296+57.0% |
| Admin fee / account holder | $15,764 | $7,941+98.5% | $12,998+21.3% | $6,918+127.9% |