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 | $48,466 | $159,602-69.6% | $150,045-67.7% | $142,382-66.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 21.39% | 70.24%-48.8pp | 62.55%-41.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,413 | $4,961-51.4% | $4,693-48.6% | $4,299-43.9% |
| Participant deferral / active EE | $5,891 | $8,310-29.1% | $7,997-26.3% | $6,507-9.5% |
| Admin fee / account holder | $3,556 | $14,846-76.0% | $13,435-73.5% | $12,624-71.8% |