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 | $62,056 | $197,591-68.6% | $177,821-65.1% | $158,922-61.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 18.43% | 58.76%-40.3pp | 48.32%-29.9pp | 302.83%-284.4pp |
| Employer contribution / active EE | $3,621 | $6,697-45.9% | $5,918-38.8% | $4,761-23.9% |
| Participant deferral / active EE | $9,500 | $8,405+13.0% | $7,714+23.2% | $5,982+58.8% |
| Admin fee / account holder | $305 | $15,399-98.0% | $12,427-97.5% | $11,246-97.3% |