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 8-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 | $39,443 | $102,317-61.4% | $146,958-73.2% | $80,856-51.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 15.02% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,301 | $3,713-65.0% | $4,933-73.6% | $2,755-52.8% |
| Participant deferral / active EE | $6,479 | $6,644-2.5% | $8,070-19.7% | $4,296+50.8% |
| Admin fee / account holder | $567 | $7,941-92.9% | $12,998-95.6% | $6,918-91.8% |