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 | $48,393 | $179,726-73.1% | $156,263-69.0% | $142,382-66.0% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 17.64% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,629 | $5,069-28.4% | $4,333-16.2% | $4,299-15.6% |
| Participant deferral / active EE | $5,249 | $6,956-24.5% | $6,158-14.8% | $6,507-19.3% |
| Admin fee / account holder | $6,422 | $17,272-62.8% | $14,255-54.9% | $12,624-49.1% |