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 | $108,401 | $102,382+5.9% | $147,005-26.3% | $80,874+34.0% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.2%-2.9pp | 67.6%+11.7pp |
| Annual return | 20.56% | 134.89%-114.3pp | 418.76%-398.2pp | 35.62%-15.1pp |
| Employer contribution / active EE | $2,315 | $3,715-37.7% | $4,934-53.1% | $2,756-16.0% |
| Participant deferral / active EE | $5,582 | $6,646-16.0% | $8,070-30.8% | $4,297+29.9% |
| Admin fee / account holder | $22,381 | $7,942+181.8% | $13,006+72.1% | $6,935+222.7% |