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 | $47,364 | $112,096-57.7% | $95,952-50.6% | $158,922-70.2% |
| Participation rate | 78.6% | 79.0%-0.4pp | 77.1%+1.5pp | 82.0%-3.4pp |
| Annual return | 10.73% | 171.09%-160.4pp | 91.61%-80.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,115 | $3,198-65.1% | $2,541-56.1% | $4,761-76.6% |
| Participant deferral / active EE | $2,983 | $4,784-37.6% | $4,167-28.4% | $5,982-50.1% |
| Admin fee / account holder | $13,177 | $10,130+30.1% | $6,795+93.9% | $11,246+17.2% |