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 | $45,956 | $214,378-78.6% | $200,582-77.1% | $142,382-67.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 17.97% | 46.41%-28.4pp | 42.33%-24.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,075 | $6,841-69.7% | $6,419-67.7% | $4,299-51.7% |
| Participant deferral / active EE | $3,918 | $9,865-60.3% | $9,331-58.0% | $6,507-39.8% |
| Admin fee / account holder | $9,882 | $17,692-44.1% | $16,305-39.4% | $12,624-21.7% |