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 5-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 | $18,197 | $54,705-66.7% | $71,209-74.4% | $84,808-78.5% |
| Participation rate | 83.9% | 64.1%+19.8pp | 73.8%+10.1pp | 68.3%+15.6pp |
| Annual return | 23.00% | 35.90%-12.9pp | 282.51%-259.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $2,951 | $2,158+36.8% | $2,721+8.5% | $2,631+12.2% |
| Participant deferral / active EE | $3,860 | $3,030+27.4% | $4,175-7.6% | $4,212-8.4% |
| Admin fee / account holder | $2,451 | $4,863-49.6% | $5,349-54.2% | $7,344-66.6% |