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 9-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 | $31,518 | $112,096-71.9% | $95,952-67.2% | $158,922-80.2% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 14.23% | 171.09%-156.9pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,740 | $3,198-45.6% | $2,541-31.5% | $4,761-63.5% |
| Participant deferral / active EE | $4,434 | $4,784-7.3% | $4,167+6.4% | $5,982-25.9% |
| Admin fee / account holder | $387 | $10,130-96.2% | $6,795-94.3% | $11,246-96.6% |