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 9-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 | $51,028 | $58,208-12.3% | $81,812-37.6% | $80,856-36.9% |
| Participation rate | 98.6% | 63.4%+35.2pp | 72.3%+26.3pp | 67.6%+31.0pp |
| Annual return | 15.07% | 41.66%-26.6pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,427 | $2,340+46.4% | $2,912+17.7% | $2,755+24.4% |
| Participant deferral / active EE | $4,260 | $3,281+29.8% | $4,319-1.4% | $4,296-0.8% |
| Admin fee / account holder | $2,823 | $4,981-43.3% | $7,386-61.8% | $6,918-59.2% |