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 | $72,707 | $166,020-56.2% | $164,866-55.9% | $145,959-50.2% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 11.40% | 100.08%-88.7pp | 69.97%-58.6pp | 561.95%-550.5pp |
| Employer contribution / active EE | $2,294 | $5,275-56.5% | $4,343-47.2% | $4,661-50.8% |
| Participant deferral / active EE | $6,178 | $6,961-11.2% | $6,033+2.4% | $6,689-7.6% |
| Admin fee / account holder | $5,561 | $16,644-66.6% | $12,689-56.2% | $13,398-58.5% |