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 | $45,049 | $56,114-19.7% | $96,139-53.1% | $85,850-47.5% |
| Participation rate | 70.3% | 56.7%+13.5pp | 68.4%+1.8pp | 69.3%+1.0pp |
| Annual return | 17.28% | 42.30%-25.0pp | 191.94%-174.7pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,425 | $1,620+49.7% | $2,797-13.3% | $2,565-5.4% |
| Participant deferral / active EE | $4,331 | $2,859+51.5% | $4,349-0.4% | $3,952+9.6% |
| Admin fee / account holder | $3,323 | $3,768-11.8% | $5,537-40.0% | $6,260-46.9% |