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 | $21,978 | $157,256-86.0% | $141,162-84.4% | $152,861-85.6% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 25.54% | 64.32%-38.8pp | 71.39%-45.8pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,208 | $5,261-77.0% | $4,735-74.5% | $4,762-74.6% |
| Participant deferral / active EE | $6,454 | $7,109-9.2% | $6,709-3.8% | $5,850+10.3% |
| Admin fee / account holder | $1,825 | $12,120-84.9% | $10,261-82.2% | $11,596-84.3% |