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 8-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 | $45,067 | $111,535-59.6% | $105,223-57.2% | $137,256-67.2% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 14.43% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,382 | $3,939-64.9% | $3,689-62.5% | $4,156-66.7% |
| Participant deferral / active EE | $2,564 | $5,500-53.4% | $5,072-49.4% | $6,407-60.0% |
| Admin fee / account holder | $730 | $9,721-92.5% | $8,859-91.8% | $12,270-94.1% |