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 7-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 | $31,461 | $159,901-80.3% | $146,958-78.6% | $145,922-78.4% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 11.43% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,720 | $5,286-67.5% | $4,933-65.1% | $4,660-63.1% |
| Participant deferral / active EE | $5,225 | $8,428-38.0% | $8,070-35.2% | $6,688-21.9% |
| Admin fee / account holder | $863 | $15,044-94.3% | $12,998-93.4% | $13,397-93.6% |