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 | $57,854 | $109,982-47.4% | $97,226-40.5% | $145,922-60.4% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 9.03% | 242.90%-233.9pp | 75.13%-66.1pp | 561.29%-552.3pp |
| Employer contribution / active EE | $952 | $3,084-69.1% | $2,729-65.1% | $4,660-79.6% |
| Participant deferral / active EE | $1,149 | $4,676-75.4% | $4,264-73.1% | $6,688-82.8% |
| Admin fee / account holder | $7,694 | $6,221+23.7% | $5,654+36.1% | $13,397-42.6% |