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 | $41,037 | $217,402-81.1% | $185,823-77.9% | $167,490-75.5% |
| Participation rate | 81.3% | 86.0%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 16.73% | 148.36%-131.6pp | 122.05%-105.3pp | 478.56%-461.8pp |
| Employer contribution / active EE | $3,318 | $5,873-43.5% | $5,167-35.8% | $4,837-31.4% |
| Participant deferral / active EE | $4,299 | $6,356-32.4% | $5,568-22.8% | $6,341-32.2% |
| Admin fee / account holder | $2,658 | $19,811-86.6% | $16,237-83.6% | $12,309-78.4% |