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 | $49,148 | $91,538-46.3% | $129,995-62.2% | $75,163-34.6% |
| Participation rate | 76.9% | 71.4%+5.5pp | 78.5%-1.6pp | 67.2%+9.7pp |
| Annual return | 15.65% | -631.11%+646.8pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,198 | $2,845-22.7% | $4,320-49.1% | $2,670-17.7% |
| Participant deferral / active EE | $4,258 | $4,341-1.9% | $5,820-26.8% | $4,125+3.2% |
| Admin fee / account holder | $11,604 | $6,790+70.9% | $10,614+9.3% | $5,651+105.3% |