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 | $30,623 | $80,968-62.2% | $96,544-68.3% | $75,163-59.3% |
| Participation rate | 93.7% | 71.8%+21.9pp | 76.0%+17.7pp | 67.2%+26.5pp |
| Annual return | 48.11% | 27.06%+21.0pp | 25.84%+22.3pp | 160.62%-112.5pp |
| Employer contribution / active EE | $4,856 | $2,282+112.8% | $2,965+63.8% | $2,670+81.9% |
| Participant deferral / active EE | $10,350 | $3,928+163.5% | $4,851+113.4% | $4,125+150.9% |
| Admin fee / account holder | $1,800 | $6,724-73.2% | $8,252-78.2% | $5,651-68.1% |