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 5-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 | $56,731 | $61,774-8.2% | $97,226-41.7% | $80,856-29.8% |
| Participation rate | 86.2% | 63.5%+22.7pp | 72.7%+13.5pp | 67.6%+18.5pp |
| Annual return | 17.88% | -557.90%+575.8pp | 75.13%-57.3pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,271 | $1,837-30.8% | $2,729-53.4% | $2,755-53.8% |
| Participant deferral / active EE | $5,583 | $3,029+84.3% | $4,264+30.9% | $4,296+30.0% |
| Admin fee / account holder | $4,846 | $5,166-6.2% | $5,654-14.3% | $6,918-29.9% |