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 8-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 | $47,081 | $103,376-54.5% | $87,100-45.9% | $152,861-69.2% |
| Participation rate | 81.0% | 79.3%+1.6pp | 76.9%+4.1pp | 82.4%-1.5pp |
| Annual return | 24.65% | 28.10%-3.4pp | 28.19%-3.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,596 | $3,220-19.4% | $2,521+3.0% | $4,762-45.5% |
| Participant deferral / active EE | $4,378 | $4,778-8.4% | $4,049+8.1% | $5,850-25.2% |
| Admin fee / account holder | $730 | $12,205-94.0% | $7,497-90.3% | $11,596-93.7% |