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 | $47,662 | $111,814-57.4% | $103,374-53.9% | $145,959-67.3% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 22.90% | 24.77%-1.9pp | 24.89%-2.0pp | 561.95%-539.0pp |
| Employer contribution / active EE | $2,352 | $4,214-44.2% | $3,869-39.2% | $4,661-49.5% |
| Participant deferral / active EE | $3,197 | $5,618-43.1% | $5,058-36.8% | $6,689-52.2% |
| Admin fee / account holder | $637 | $9,754-93.5% | $8,394-92.4% | $13,398-95.2% |