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 | $59,420 | $159,602-62.8% | $150,045-60.4% | $142,382-58.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 18.13% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,873 | $4,961-1.8% | $4,693+3.8% | $4,299+13.3% |
| Participant deferral / active EE | $9,352 | $8,310+12.5% | $7,997+16.9% | $6,507+43.7% |
| Admin fee / account holder | $10,101 | $14,846-32.0% | $13,435-24.8% | $12,624-20.0% |