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 9-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 | $67,917 | $159,602-57.4% | $150,045-54.7% | $142,382-52.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 18.79% | 70.24%-51.4pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,988 | $4,961-59.9% | $4,693-57.6% | $4,299-53.8% |
| Participant deferral / active EE | $3,801 | $8,310-54.3% | $7,997-52.5% | $6,507-41.6% |
| Admin fee / account holder | $533 | $14,846-96.4% | $13,435-96.0% | $12,624-95.8% |