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 | $49,665 | $154,117-67.8% | $129,995-61.8% | $139,434-64.4% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 17.82% | 32.48%-14.7pp | -137.18%+155.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,909 | $5,289-45.0% | $4,320-32.7% | $4,751-38.8% |
| Participant deferral / active EE | $8,334 | $6,710+24.2% | $5,820+43.2% | $6,710+24.2% |
| Admin fee / account holder | $485 | $14,007-96.5% | $10,614-95.4% | $11,403-95.7% |