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 7-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 | $69,435 | $159,901-56.6% | $146,958-52.8% | $145,922-52.4% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 12.79% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,893 | $5,286+11.5% | $4,933+19.5% | $4,660+26.5% |
| Participant deferral / active EE | $13,364 | $8,428+58.6% | $8,070+65.6% | $6,688+99.8% |
| Admin fee / account holder | $2,169 | $15,044-85.6% | $12,998-83.3% | $13,397-83.8% |