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 9-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 | $49,677 | $98,750-49.7% | $149,696-66.8% | $79,858-37.8% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.5%-11.9pp | 69.6%+1.0pp |
| Annual return | 14.32% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,905 | $3,216-9.7% | $4,644-37.5% | $2,471+17.6% |
| Participant deferral / active EE | $5,491 | $5,680-3.3% | $6,842-19.7% | $3,740+46.8% |
| Admin fee / account holder | $5,218 | $6,053-13.8% | $9,309-43.9% | $5,306-1.7% |