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 5-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 | $30,466 | $111,754-72.7% | $103,333-70.5% | $145,922-79.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 14.20% | 24.77%-10.6pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,365 | $4,212-67.6% | $3,868-64.7% | $4,660-70.7% |
| Participant deferral / active EE | $2,966 | $5,619-47.2% | $5,057-41.4% | $6,688-55.6% |
| Admin fee / account holder | $667 | $9,750-93.2% | $8,355-92.0% | $13,397-95.0% |