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 | $47,031 | $165,335-71.6% | $149,696-68.6% | $158,922-70.4% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 21.46% | 348.15%-326.7pp | 276.60%-255.1pp | 302.83%-281.4pp |
| Employer contribution / active EE | $7,721 | $5,103+51.3% | $4,644+66.2% | $4,761+62.2% |
| Participant deferral / active EE | $8,418 | $7,181+17.2% | $6,842+23.0% | $5,982+40.7% |
| Admin fee / account holder | $320 | $10,807-97.0% | $9,309-96.6% | $11,246-97.2% |