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 | $20,793 | $56,053-62.9% | $75,972-72.6% | $80,856-74.3% |
| Participation rate | 91.5% | 62.0%+29.5pp | 69.1%+22.5pp | 67.6%+23.9pp |
| Annual return | 16.45% | 20.53%-4.1pp | 359.55%-343.1pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,227 | $1,874+72.2% | $2,685+20.2% | $2,755+17.1% |
| Participant deferral / active EE | $4,927 | $3,052+61.4% | $4,255+15.8% | $4,296+14.7% |
| Admin fee / account holder | $1,235 | $5,234-76.4% | $6,467-80.9% | $6,918-82.1% |