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 | $35,043 | $162,781-78.5% | $133,956-73.8% | $158,922-77.9% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 25.81% | 41.94%-16.1pp | 45.09%-19.3pp | 302.83%-277.0pp |
| Employer contribution / active EE | $975 | $4,975-80.4% | $3,919-75.1% | $4,761-79.5% |
| Participant deferral / active EE | $2,809 | $5,911-52.5% | $5,048-44.3% | $5,982-53.0% |
| Admin fee / account holder | $3,365 | $11,736-71.3% | $8,927-62.3% | $11,246-70.1% |