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 6-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 | $60,934 | $52,353+16.4% | $120,225-49.3% | $82,448-26.1% |
| Participation rate | 71.2% | 58.3%+12.9pp | 69.6%+1.7pp | 68.1%+3.2pp |
| Annual return | 14.81% | 61.85%-47.0pp | 439.23%-424.4pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,835 | $1,510+21.5% | $3,475-47.2% | $2,551-28.1% |
| Participant deferral / active EE | $3,434 | $2,627+30.7% | $3,999-14.1% | $4,139-17.0% |
| Admin fee / account holder | $2,440 | $4,363-44.1% | $5,696-57.2% | $7,234-66.3% |