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 | $54,265 | $116,175-53.3% | $93,606-42.0% | $152,861-64.5% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 16.19% | 35.96%-19.8pp | 32.76%-16.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,202 | $3,218-62.6% | $2,718-55.8% | $4,762-74.8% |
| Participant deferral / active EE | $3,150 | $4,603-31.6% | $4,069-22.6% | $5,850-46.2% |
| Admin fee / account holder | $18,824 | $10,748+75.1% | $7,888+138.6% | $11,596+62.3% |