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 | $30,301 | $210,648-85.6% | $177,989-83.0% | $145,922-79.2% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 24.05% | 385.86%-361.8pp | 294.48%-270.4pp | 561.29%-537.2pp |
| Employer contribution / active EE | $4,580 | $4,565+0.3% | $3,949+16.0% | $4,660-1.7% |
| Participant deferral / active EE | $3,212 | $6,958-53.8% | $6,276-48.8% | $6,688-52.0% |
| Admin fee / account holder | $638 | $12,013-94.7% | $10,363-93.8% | $13,397-95.2% |