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 | $67,287 | $209,411-67.9% | $178,490-62.3% | $158,922-57.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 22.86% | 188.75%-165.9pp | 151.07%-128.2pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,559 | $5,706-72.7% | $5,011-68.9% | $4,761-67.3% |
| Participant deferral / active EE | $3,793 | $5,954-36.3% | $5,202-27.1% | $5,982-36.6% |
| Admin fee / account holder | $1,938 | $17,074-88.7% | $13,984-86.1% | $11,246-82.8% |