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 | $22,377 | $64,707-65.4% | $112,228-80.1% | $68,494-67.3% |
| Participation rate | 75.6% | 67.2%+8.4pp | 75.1%+0.5pp | 67.9%+7.7pp |
| Annual return | 649.19% | -11.40%+660.6pp | 27.45%+621.7pp | -7.84%+657.0pp |
| Employer contribution / active EE | $1,399 | $2,746-49.0% | $3,635-61.5% | $2,596-46.1% |
| Participant deferral / active EE | $3,640 | $3,565+2.1% | $4,728-23.0% | $4,027-9.6% |
| Admin fee / account holder | $3,243 | $5,232-38.0% | $6,410-49.4% | $5,403-40.0% |