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 | $102,382-55.1% | $147,005-68.7% | $80,874-43.1% |
| Participation rate | 75.8% | 75.8%0pp | 82.2%-6.3pp | 67.6%+8.2pp |
| Annual return | 12.07% | 134.89%-122.8pp | 418.76%-406.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,075 | $6,646-38.7% | $8,070-49.5% | $4,297-5.2% |
| Admin fee / account holder | $6,219 | $7,942-21.7% | $13,006-52.2% | $6,935-10.3% |