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 6-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 | $48,653 | $108,919-55.3% | $100,391-51.5% | $145,922-66.7% |
| Participation rate | 92.3% | 82.9%+9.4pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 19.09% | 57.88%-38.8pp | 49.20%-30.1pp | 561.29%-542.2pp |
| Employer contribution / active EE | $3,128 | $4,419-29.2% | $3,942-20.6% | $4,660-32.9% |
| Participant deferral / active EE | $8,022 | $8,445-5.0% | $8,082-0.7% | $6,688+20.0% |
| Admin fee / account holder | $530 | $9,689-94.5% | $7,899-93.3% | $13,397-96.0% |