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 | $14,168 | $76,407-81.5% | $150,298-90.6% | $82,448-82.8% |
| Participation rate | 95.0% | 66.4%+28.6pp | 77.8%+17.2pp | 68.1%+26.9pp |
| Annual return | 59.76% | 39.99%+19.8pp | 62.79%-3.0pp | 41.64%+18.1pp |
| Employer contribution / active EE | $2,311 | $2,614-11.6% | $4,154-44.4% | $2,551-9.4% |
| Participant deferral / active EE | $4,098 | $3,214+27.5% | $5,453-24.8% | $4,139-1.0% |
| Admin fee / account holder | $699 | $6,352-89.0% | $14,116-95.0% | $7,234-90.3% |