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 | $44,967 | $209,832-78.6% | $189,513-76.3% | $167,490-73.2% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 16.43% | 748.27%-731.8pp | 555.15%-538.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $4,521 | $6,914-34.6% | $6,162-26.6% | $4,837-6.6% |
| Participant deferral / active EE | $8,021 | $8,935-10.2% | $8,221-2.4% | $6,341+26.5% |
| Admin fee / account holder | $416 | $14,293-97.1% | $12,045-96.5% | $12,309-96.6% |