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 | $45,986 | $102,317-55.1% | $146,958-68.7% | $80,856-43.1% |
| Participation rate | 75.8% | 75.8%0pp | 82.2%-6.3pp | 67.6%+8.2pp |
| Annual return | 12.07% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,075 | $6,644-38.7% | $8,070-49.5% | $4,296-5.1% |
| Admin fee / account holder | $6,219 | $7,941-21.7% | $12,998-52.2% | $6,918-10.1% |