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 10-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 | $49,590 | $168,632-70.6% | $147,614-66.4% | $125,391-60.5% |
| Participation rate | 94.7% | 88.8%+6.0pp | 84.6%+10.1pp | 83.2%+11.5pp |
| Annual return | -3.31% | 77.65%-81.0pp | 61.98%-65.3pp | 282.22%-285.5pp |
| Employer contribution / active EE | $2,597 | $6,252-58.5% | $5,564-53.3% | $4,866-46.6% |
| Participant deferral / active EE | $5,543 | $5,507+0.7% | $4,895+13.2% | $5,352+3.6% |
| Admin fee / account holder | $2,135 | $13,580-84.3% | $11,611-81.6% | $9,540-77.6% |