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 4-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 | $42,670 | $90,348-52.8% | $75,972-43.8% | $145,922-70.8% |
| Participation rate | 87.0% | 74.5%+12.5pp | 69.1%+17.9pp | 80.3%+6.7pp |
| Annual return | 15.96% | 620.88%-604.9pp | 359.55%-343.6pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,921 | $3,311+48.6% | $2,685+83.3% | $4,660+5.6% |
| Participant deferral / active EE | $7,236 | $5,162+40.2% | $4,255+70.0% | $6,688+8.2% |
| Admin fee / account holder | $27,329 | $8,467+222.8% | $6,467+322.6% | $13,397+104.0% |