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 | $24,810 | $159,602-84.5% | $150,045-83.5% | $142,382-82.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 35.05% | 70.24%-35.2pp | 62.55%-27.5pp | 217.08%-182.0pp |
| Employer contribution / active EE | $2,713 | $4,961-45.3% | $4,693-42.2% | $4,299-36.9% |
| Participant deferral / active EE | $3,998 | $8,310-51.9% | $7,997-50.0% | $6,507-38.6% |
| Admin fee / account holder | $570 | $14,846-96.2% | $13,435-95.8% | $12,624-95.5% |