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 | $38,049 | $165,335-77.0% | $149,696-74.6% | $158,922-76.1% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 16.80% | 348.15%-331.3pp | 276.60%-259.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,629 | $5,103-48.5% | $4,644-43.4% | $4,761-44.8% |
| Participant deferral / active EE | $3,852 | $7,181-46.4% | $6,842-43.7% | $5,982-35.6% |
| Admin fee / account holder | $1,538 | $10,807-85.8% | $9,309-83.5% | $11,246-86.3% |