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 9-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 | $29,720 | $165,335-82.0% | $149,696-80.1% | $158,922-81.3% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 16.20% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $7,315 | $5,103+43.3% | $4,644+57.5% | $4,761+53.6% |
| Participant deferral / active EE | $3,359 | $7,181-53.2% | $6,842-50.9% | $5,982-43.8% |
| Admin fee / account holder | $2,385 | $10,807-77.9% | $9,309-74.4% | $11,246-78.8% |