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 | $79,451 | $110,261-27.9% | $95,745-17.0% | $139,434-43.0% |
| Participation rate | 85.7% | 75.8%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 21.71% | 27.11%-5.4pp | 28.35%-6.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,570 | $3,257-21.1% | $2,835-9.3% | $4,751-45.9% |
| Participant deferral / active EE | $10,489 | $4,676+124.3% | $4,245+147.1% | $6,710+56.3% |
| Admin fee / account holder | $608 | $6,613-90.8% | $5,678-89.3% | $11,403-94.7% |