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 6-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 | $40,654 | $159,602-74.5% | $150,045-72.9% | $142,382-71.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 18.42% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,289 | $4,961-13.5% | $4,693-8.6% | $4,299-0.2% |
| Participant deferral / active EE | $8,883 | $8,310+6.9% | $7,997+11.1% | $6,507+36.5% |
| Admin fee / account holder | $2,025 | $14,846-86.4% | $13,435-84.9% | $12,624-84.0% |