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 | $39,668 | $129,217-69.3% | $93,406-57.5% | $158,922-75.0% |
| Participation rate | 75.0% | 71.0%+4.0pp | 66.8%+8.2pp | 82.0%-7.0pp |
| Annual return | 5.12% | 118.21%-113.1pp | 78.05%-72.9pp | 302.83%-297.7pp |
| Employer contribution / active EE | $592 | $2,711-78.2% | $2,075-71.5% | $4,761-87.6% |
| Participant deferral / active EE | $766 | $3,909-80.4% | $3,126-75.5% | $5,982-87.2% |
| Admin fee / account holder | $6,651 | $7,383-9.9% | $5,230+27.2% | $11,246-40.9% |