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 | $74,891 | $177,572-57.8% | $154,803-51.6% | $142,382-47.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.18% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,574 | $4,810-46.5% | $4,305-40.2% | $4,299-40.1% |
| Participant deferral / active EE | $6,352 | $6,272+1.3% | $5,540+14.6% | $6,507-2.4% |
| Admin fee / account holder | $8,612 | $16,786-48.7% | $14,329-39.9% | $12,624-31.8% |