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 10-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 | $84,583 | $177,572-52.4% | $154,803-45.4% | $142,382-40.6% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.1%+8.9pp | 80.1%+6.8pp |
| Annual return | 17.58% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,609 | $4,810-25.0% | $4,305-16.2% | $4,299-16.1% |
| Participant deferral / active EE | $2,784 | $6,272-55.6% | $5,540-49.8% | $6,507-57.2% |
| Admin fee / account holder | $603 | $16,786-96.4% | $14,329-95.8% | $12,624-95.2% |