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 7-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 | $94,221 | $172,111-45.3% | $150,298-37.3% | $137,256-31.4% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 16.50% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,859 | $4,636-59.9% | $4,154-55.3% | $4,156-55.3% |
| Participant deferral / active EE | $7,395 | $6,166+19.9% | $5,453+35.6% | $6,407+15.4% |
| Admin fee / account holder | $3,396 | $16,471-79.4% | $14,116-75.9% | $12,270-72.3% |