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 | $22,747 | $159,602-85.7% | $150,045-84.8% | $142,382-84.0% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 19.26% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,054 | $4,961-18.3% | $4,693-13.6% | $4,299-5.7% |
| Participant deferral / active EE | $11,706 | $8,310+40.9% | $7,997+46.4% | $6,507+79.9% |
| Admin fee / account holder | $2,605 | $14,846-82.5% | $13,435-80.6% | $12,624-79.4% |