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 | $71,761 | $110,261-34.9% | $95,745-25.0% | $139,434-48.5% |
| Participation rate | 85.7% | 75.8%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 19.45% | 27.11%-7.7pp | 28.35%-8.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,362 | $3,257-27.5% | $2,835-16.7% | $4,751-50.3% |
| Participant deferral / active EE | $5,499 | $4,676+17.6% | $4,245+29.5% | $6,710-18.1% |
| Admin fee / account holder | $711 | $6,613-89.3% | $5,678-87.5% | $11,403-93.8% |