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 | $26,642 | $176,056-84.9% | $159,436-83.3% | $167,490-84.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.65% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,827 | $5,297-65.5% | $4,829-62.2% | $4,837-62.2% |
| Participant deferral / active EE | $7,248 | $7,750-6.5% | $7,352-1.4% | $6,341+14.3% |
| Admin fee / account holder | $1,651 | $12,554-86.8% | $10,799-84.7% | $12,309-86.6% |