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 9-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 | $38,288 | $64,324-40.5% | $118,925-67.8% | $79,858-52.1% |
| Participation rate | 80.4% | 64.9%+15.6pp | 75.4%+5.1pp | 69.6%+10.8pp |
| Annual return | 21.04% | 86.45%-65.4pp | 35.88%-14.8pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,475 | $1,836+34.8% | $3,263-24.1% | $2,471+0.2% |
| Participant deferral / active EE | $5,178 | $2,824+83.4% | $4,265+21.4% | $3,740+38.5% |
| Admin fee / account holder | $1,245 | $4,040-69.2% | $6,581-81.1% | $5,306-76.5% |