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 | $76,320 | $177,572-57.0% | $154,803-50.7% | $142,382-46.4% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 19.13% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,316 | $4,810-72.6% | $4,305-69.4% | $4,299-69.4% |
| Participant deferral / active EE | $5,174 | $6,272-17.5% | $5,540-6.6% | $6,507-20.5% |
| Admin fee / account holder | $5,022 | $16,786-70.1% | $14,329-65.0% | $12,624-60.2% |