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 | $38,469 | $154,117-75.0% | $129,995-70.4% | $139,434-72.4% |
| Participation rate | 91.3% | 82.0%+9.4pp | 78.5%+12.8pp | 80.3%+11.0pp |
| Annual return | 20.73% | 32.48%-11.7pp | -137.18%+157.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,811 | $5,289-46.9% | $4,320-34.9% | $4,751-40.8% |
| Participant deferral / active EE | $4,899 | $6,710-27.0% | $5,820-15.8% | $6,710-27.0% |
| Admin fee / account holder | $500 | $14,007-96.4% | $10,614-95.3% | $11,403-95.6% |