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 8-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 | $26,683 | $154,228-82.7% | $145,433-81.7% | $137,256-80.6% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 20.38% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,765 | $4,804-63.3% | $4,554-61.3% | $4,156-57.5% |
| Participant deferral / active EE | $4,563 | $8,216-44.5% | $7,897-42.2% | $6,407-28.8% |
| Admin fee / account holder | $1,476 | $14,344-89.7% | $13,129-88.8% | $12,270-88.0% |