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 | $81,489 | $102,317-20.4% | $146,958-44.5% | $80,856+0.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 19.21% | 134.76%-115.5pp | 418.34%-399.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $5,054 | $3,713+36.1% | $4,933+2.4% | $2,755+83.4% |
| Participant deferral / active EE | $12,604 | $6,644+89.7% | $8,070+56.2% | $4,296+193.4% |
| Admin fee / account holder | $7,085 | $7,941-10.8% | $12,998-45.5% | $6,918+2.4% |