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 7-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 | $63,871 | $159,602-60.0% | $150,045-57.4% | $142,382-55.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.09% | 70.24%-53.1pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,303 | $4,961-53.6% | $4,693-50.9% | $4,299-46.4% |
| Participant deferral / active EE | $5,766 | $8,310-30.6% | $7,997-27.9% | $6,507-11.4% |
| Admin fee / account holder | $780 | $14,846-94.7% | $13,435-94.2% | $12,624-93.8% |