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 | $32,487 | $124,281-73.9% | $109,143-70.2% | $167,490-80.6% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 15.27% | 26.04%-10.8pp | 25.75%-10.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,233 | $4,207-46.9% | $3,722-40.0% | $4,837-53.8% |
| Participant deferral / active EE | $4,222 | $5,255-19.7% | $4,653-9.3% | $6,341-33.4% |
| Admin fee / account holder | $3,011 | $7,970-62.2% | $6,752-55.4% | $12,309-75.5% |