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 5-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 | $58,831 | $114,381-48.6% | $107,525-45.3% | $142,382-58.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 17.53% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,876 | $4,015+21.5% | $3,754+29.9% | $4,299+13.4% |
| Participant deferral / active EE | $12,881 | $5,564+131.5% | $5,116+151.8% | $6,507+97.9% |
| Admin fee / account holder | $7,527 | $9,860-23.7% | $8,919-15.6% | $12,624-40.4% |