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 7-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 | $63,063 | $105,181-40.0% | $159,436-60.4% | $85,850-26.5% |
| Participation rate | 86.0% | 75.8%+10.3pp | 82.8%+3.2pp | 69.3%+16.7pp |
| Annual return | 14.68% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $3,269 | $3,318-1.5% | $4,829-32.3% | $2,565+27.5% |
| Participant deferral / active EE | $6,983 | $5,945+17.5% | $7,352-5.0% | $3,952+76.7% |
| Admin fee / account holder | $6,577 | $6,933-5.1% | $10,799-39.1% | $6,260+5.1% |