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 6-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 | $33,284 | $148,534-77.6% | $135,903-75.5% | $139,434-76.1% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 25.39% | 79.19%-53.8pp | 68.23%-42.8pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,901 | $5,243-44.7% | $4,856-40.3% | $4,751-38.9% |
| Participant deferral / active EE | $6,567 | $8,100-18.9% | $7,758-15.4% | $6,710-2.1% |
| Admin fee / account holder | $6,011 | $12,400-51.5% | $10,762-44.2% | $11,403-47.3% |