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 5-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 | $33,640 | $148,534-77.4% | $135,903-75.2% | $139,434-75.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.54% | 79.19%-59.6pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,065 | $5,243-60.6% | $4,856-57.5% | $4,751-56.5% |
| Participant deferral / active EE | $4,065 | $8,100-49.8% | $7,758-47.6% | $6,710-39.4% |
| Admin fee / account holder | $1,062 | $12,400-91.4% | $10,762-90.1% | $11,403-90.7% |