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 10-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 | $72,246 | $81,208-11.0% | $98,907-27.0% | $79,858-9.5% |
| Participation rate | 90.5% | 72.5%+18.0pp | 76.0%+14.5pp | 69.6%+20.9pp |
| Annual return | 19.36% | 60.99%-41.6pp | 196.43%-177.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,038 | $1,960-47.0% | $2,689-61.4% | $2,471-58.0% |
| Participant deferral / active EE | $2,724 | $3,265-16.6% | $4,244-35.8% | $3,740-27.2% |
| Admin fee / account holder | $1,445 | $6,013-76.0% | $6,642-78.2% | $5,306-72.8% |