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 | $53,148 | $91,552-41.9% | $133,956-60.3% | $79,858-33.4% |
| Participation rate | 97.4% | 73.3%+24.1pp | 79.8%+17.6pp | 69.6%+27.8pp |
| Annual return | 12.12% | 61.85%-49.7pp | 45.09%-33.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,605 | $2,384-32.7% | $3,919-59.0% | $2,471-35.0% |
| Participant deferral / active EE | $3,727 | $3,733-0.2% | $5,048-26.2% | $3,740-0.4% |
| Admin fee / account holder | $494 | $6,321-92.2% | $8,927-94.5% | $5,306-90.7% |