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 | $70,448 | $111,535-36.8% | $105,223-33.0% | $137,256-48.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 21.05% | 237.85%-216.8pp | 180.65%-159.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,467 | $3,939-37.4% | $3,689-33.1% | $4,156-40.6% |
| Participant deferral / active EE | $7,811 | $5,500+42.0% | $5,072+54.0% | $6,407+21.9% |
| Admin fee / account holder | $2,319 | $9,721-76.1% | $8,859-73.8% | $12,270-81.1% |