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 | $39,509 | $90,745-56.5% | $130,231-69.7% | $75,163-47.4% |
| Participation rate | 88.7% | 71.1%+17.7pp | 76.3%+12.4pp | 67.2%+21.5pp |
| Annual return | 55.01% | 34.45%+20.6pp | 38.77%+16.2pp | 160.62%-105.6pp |
| Employer contribution / active EE | $6,625 | $3,314+99.9% | $4,126+60.6% | $2,670+148.2% |
| Participant deferral / active EE | $11,873 | $5,362+121.4% | $6,799+74.6% | $4,125+187.8% |
| Admin fee / account holder | $2,778 | $6,331-56.1% | $6,020-53.9% | $5,651-50.8% |