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 5-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 | $45,646 | $102,317-55.4% | $146,958-68.9% | $80,856-43.5% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 13.54% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,839 | $3,713+3.4% | $4,933-22.2% | $2,755+39.4% |
| Participant deferral / active EE | $7,736 | $6,644+16.4% | $8,070-4.1% | $4,296+80.1% |
| Admin fee / account holder | $3,253 | $7,941-59.0% | $12,998-75.0% | $6,918-53.0% |