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 | $44,124 | $61,774-28.6% | $97,226-54.6% | $80,856-45.4% |
| Participation rate | 84.6% | 63.5%+21.1pp | 72.7%+11.9pp | 67.6%+17.0pp |
| Annual return | 20.12% | -557.90%+578.0pp | 75.13%-55.0pp | 35.59%-15.5pp |
| Employer contribution / active EE | $977 | $1,837-46.8% | $2,729-64.2% | $2,755-64.5% |
| Participant deferral / active EE | $8,346 | $3,029+175.6% | $4,264+95.8% | $4,296+94.3% |
| Admin fee / account holder | $4,234 | $5,166-18.0% | $5,654-25.1% | $6,918-38.8% |