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 | $21,679 | $54,350-60.1% | $82,719-73.8% | $68,494-68.3% |
| Participation rate | 88.0% | 63.9%+24.1pp | 72.6%+15.4pp | 67.9%+20.1pp |
| Annual return | 22.95% | -13.67%+36.6pp | 701.18%-678.2pp | -7.84%+30.8pp |
| Employer contribution / active EE | $2,535 | $2,218+14.3% | $3,009-15.8% | $2,596-2.4% |
| Participant deferral / active EE | $1,659 | $3,246-48.9% | $4,395-62.3% | $4,027-58.8% |
| Admin fee / account holder | $968 | $4,395-78.0% | $5,329-81.8% | $5,403-82.1% |