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 | $93,414 | $165,984-43.7% | $164,813-43.3% | $145,922-36.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.06% | 100.03%-90.0pp | 69.93%-59.9pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,249 | $5,273-76.3% | $4,341-71.2% | $4,660-73.2% |
| Participant deferral / active EE | $2,406 | $6,959-65.4% | $6,031-60.1% | $6,688-64.0% |
| Admin fee / account holder | $33,471 | $16,648+101.1% | $12,690+163.8% | $13,397+149.8% |