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 | $43,599 | $114,381-61.9% | $107,525-59.5% | $142,382-69.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 15.61% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,014 | $4,015-74.7% | $3,754-73.0% | $4,299-76.4% |
| Participant deferral / active EE | $2,115 | $5,564-62.0% | $5,116-58.6% | $6,507-67.5% |
| Admin fee / account holder | $799 | $9,860-91.9% | $8,919-91.0% | $12,624-93.7% |