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 | $53,993 | $158,398-65.9% | $126,539-57.3% | $142,382-62.1% |
| Participation rate | 94.4% | 75.8%+18.6pp | 69.8%+24.6pp | 80.1%+14.3pp |
| Annual return | 17.60% | 593.76%-576.2pp | 425.95%-408.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,551 | $4,650-66.6% | $3,674-57.8% | $4,299-63.9% |
| Participant deferral / active EE | $1,584 | $4,767-66.8% | $4,083-61.2% | $6,507-75.7% |
| Admin fee / account holder | $361 | $6,918-94.8% | $6,065-94.0% | $12,624-97.1% |