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 | $77,166 | $112,881-31.6% | $90,951-15.2% | $158,922-51.4% |
| Participation rate | 76.5% | 74.7%+1.7pp | 69.0%+7.5pp | 82.0%-5.5pp |
| Annual return | 10.67% | 215.79%-205.1pp | 134.60%-123.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,011 | $2,893-65.0% | $2,122-52.3% | $4,761-78.8% |
| Participant deferral / active EE | $1,483 | $4,128-64.1% | $3,373-56.0% | $5,982-75.2% |
| Admin fee / account holder | $3,777 | $8,041-53.0% | $5,959-36.6% | $11,246-66.4% |