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 | $20,886 | $70,756-70.5% | $65,493-68.1% | $142,382-85.3% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 23.91% | 1754.89%-1731.0pp | 982.45%-958.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,472 | $2,881+20.5% | $2,574+34.9% | $4,299-19.2% |
| Participant deferral / active EE | $5,099 | $4,637+10.0% | $3,961+28.7% | $6,507-21.6% |
| Admin fee / account holder | $736 | $6,559-88.8% | $5,028-85.4% | $12,624-94.2% |