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 | $75,657 | $159,934-52.7% | $147,005-48.5% | $145,959-48.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.48% | 98.24%-85.8pp | 418.76%-406.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,718 | $5,287-48.6% | $4,934-44.9% | $4,661-41.7% |
| Participant deferral / active EE | $8,593 | $8,427+2.0% | $8,070+6.5% | $6,689+28.5% |
| Admin fee / account holder | $2,154 | $15,053-85.7% | $13,006-83.4% | $13,398-83.9% |