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 | $27,593 | $149,734-81.6% | $118,925-76.8% | $158,922-82.6% |
| Participation rate | 94.4% | 82.1%+12.4pp | 75.4%+19.1pp | 82.0%+12.5pp |
| Annual return | 14.41% | 19.95%-5.5pp | 35.88%-21.5pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,898 | $4,115-53.9% | $3,263-41.8% | $4,761-60.1% |
| Participant deferral / active EE | $4,429 | $5,223-15.2% | $4,265+3.9% | $5,982-26.0% |
| Admin fee / account holder | $676 | $8,603-92.1% | $6,581-89.7% | $11,246-94.0% |