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 | $47,956 | $217,402-77.9% | $185,823-74.2% | $167,490-71.4% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 18.72% | 148.36%-129.6pp | 122.05%-103.3pp | 478.56%-459.8pp |
| Employer contribution / active EE | $4,858 | $5,873-17.3% | $5,167-6.0% | $4,837+0.4% |
| Participant deferral / active EE | $11,001 | $6,356+73.1% | $5,568+97.6% | $6,341+73.5% |
| Admin fee / account holder | $1,866 | $19,811-90.6% | $16,237-88.5% | $12,309-84.8% |