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 | $69,502 | $110,094-36.9% | $151,611-54.2% | $68,494+1.5% |
| Participation rate | 73.1% | 84.0%-10.9pp | 87.5%-14.4pp | 67.9%+5.2pp |
| Annual return | 107.96% | -10.12%+118.1pp | 3.33%+104.6pp | -7.84%+115.8pp |
| Employer contribution / active EE | $2,837 | $4,471-36.5% | $6,166-54.0% | $2,596+9.3% |
| Participant deferral / active EE | $5,471 | $6,527-16.2% | $8,363-34.6% | $4,027+35.9% |
| Admin fee / account holder | $7,246 | $7,719-6.1% | $11,616-37.6% | $5,403+34.1% |