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 8-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 | $68,224 | $86,286-20.9% | $111,297-38.7% | $85,850-20.5% |
| Participation rate | 93.8% | 73.3%+20.4pp | 77.3%+16.4pp | 69.3%+24.4pp |
| Annual return | 13.83% | 19.99%-6.2pp | 54.65%-40.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $3,269 | $2,043+60.0% | $2,731+19.7% | $2,565+27.5% |
| Participant deferral / active EE | $7,509 | $3,641+106.3% | $4,487+67.3% | $3,952+90.0% |
| Admin fee / account holder | $14,596 | $8,188+78.3% | $7,964+83.3% | $6,260+133.2% |