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 3-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 | $19,843 | $83,902-76.4% | $167,512-88.2% | $84,808-76.6% |
| Participation rate | 71.0% | 66.5%+4.5pp | 77.1%-6.1pp | 68.3%+2.7pp |
| Annual return | 23.10% | 91.55%-68.4pp | 1615.79%-1592.7pp | 40.90%-17.8pp |
| Employer contribution / active EE | $1,062 | $2,264-53.1% | $3,882-72.6% | $2,631-59.6% |
| Participant deferral / active EE | $2,924 | $4,442-34.2% | $6,405-54.3% | $4,212-30.6% |
| Admin fee / account holder | $602 | $7,915-92.4% | $9,769-93.8% | $7,344-91.8% |