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 | $58,395 | $99,079-41.1% | $77,999-25.1% | $273,961-78.7% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.5%+2.3pp | 83.0%-5.2pp |
| Annual return | 5.33% | 217.93%-212.6pp | 425.96%-420.6pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,464 | $3,308+4.7% | $2,470+40.3% | $4,869-28.8% |
| Participant deferral / active EE | $5,869 | $4,306+36.3% | $3,497+67.8% | $5,287+11.0% |
| Admin fee / account holder | $11,585 | $8,954+29.4% | $5,480+111.4% | $10,132+14.3% |