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 10-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 | $78,500 | $102,382-23.3% | $147,005-46.6% | $80,874-2.9% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.2%+0.3pp | 67.6%+14.9pp |
| Annual return | 17.81% | 134.89%-117.1pp | 418.76%-401.0pp | 35.62%-17.8pp |
| Employer contribution / active EE | $2,656 | $3,715-28.5% | $4,934-46.2% | $2,756-3.6% |
| Participant deferral / active EE | $6,286 | $6,646-5.4% | $8,070-22.1% | $4,297+46.3% |
| Admin fee / account holder | $4,902 | $7,942-38.3% | $13,006-62.3% | $6,935-29.3% |