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 | $43,068 | $156,846-72.5% | $121,098-64.4% | $139,434-69.1% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 19.30% | 1474.56%-1455.3pp | 985.75%-966.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $7,498 | $5,536+35.4% | $4,164+80.1% | $4,751+57.8% |
| Participant deferral / active EE | $2,702 | $4,844-44.2% | $4,080-33.8% | $6,710-59.7% |
| Admin fee / account holder | $1,118 | $6,946-83.9% | $5,644-80.2% | $11,403-90.2% |