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 4-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 | $33,921 | $109,413-69.0% | $156,263-78.3% | $84,808-60.0% |
| Participation rate | 75.4% | 72.7%+2.7pp | 78.9%-3.5pp | 68.3%+7.1pp |
| Annual return | 71.18% | 20.18%+51.0pp | 59.47%+11.7pp | 40.90%+30.3pp |
| Employer contribution / active EE | $3,542 | $2,907+21.8% | $4,333-18.3% | $2,631+34.6% |
| Participant deferral / active EE | $5,241 | $4,590+14.2% | $6,158-14.9% | $4,212+24.4% |
| Admin fee / account holder | $1,496 | $9,357-84.0% | $14,255-89.5% | $7,344-79.6% |