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 | $104,063 | $176,056-40.9% | $159,436-34.7% | $167,490-37.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.77% | 331.75%-313.0pp | 263.57%-244.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $3,710 | $5,297-30.0% | $4,829-23.2% | $4,837-23.3% |
| Participant deferral / active EE | $8,117 | $7,750+4.7% | $7,352+10.4% | $6,341+28.0% |
| Admin fee / account holder | $872 | $12,554-93.1% | $10,799-91.9% | $12,309-92.9% |