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 8-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 | $55,713 | $102,382-45.6% | $147,005-62.1% | $80,874-31.1% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.2%+3.8pp | 67.6%+18.4pp |
| Annual return | 16.43% | 134.89%-118.5pp | 418.76%-402.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,594 | $6,646+89.5% | $8,070+56.1% | $4,297+193.1% |
| Admin fee / account holder | $3,791 | $7,942-52.3% | $13,006-70.8% | $6,935-45.3% |