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 | $57,059 | $102,317-44.2% | $146,958-61.2% | $80,856-29.4% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 19.21% | 134.76%-115.6pp | 418.34%-399.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $10,384 | $3,713+179.7% | $4,933+110.5% | $2,755+276.9% |
| Participant deferral / active EE | $4,182 | $6,644-37.1% | $8,070-48.2% | $4,296-2.7% |
| Admin fee / account holder | $1,598 | $7,941-79.9% | $12,998-87.7% | $6,918-76.9% |