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 7-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 | $43,345 | $114,381-62.1% | $107,525-59.7% | $142,382-69.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.62% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,223 | $4,015-69.5% | $3,754-67.4% | $4,299-71.6% |
| Participant deferral / active EE | $4,113 | $5,564-26.1% | $5,116-19.6% | $6,507-36.8% |
| Admin fee / account holder | $25,027 | $9,860+153.8% | $8,919+180.6% | $12,624+98.3% |