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 | $79,899 | $91,538-12.7% | $129,995-38.5% | $75,163+6.3% |
| Participation rate | 95.8% | 71.4%+24.4pp | 78.5%+17.3pp | 67.2%+28.6pp |
| Annual return | 15.81% | -631.11%+646.9pp | -137.18%+153.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,530 | $2,845-46.2% | $4,320-64.6% | $2,670-42.7% |
| Participant deferral / active EE | $8,567 | $4,341+97.4% | $5,820+47.2% | $4,125+107.7% |
| Admin fee / account holder | $1,033 | $6,790-84.8% | $10,614-90.3% | $5,651-81.7% |