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 | $17,180 | $115,882-85.2% | $100,516-82.9% | $158,922-89.2% |
| Participation rate | 84.6% | 81.6%+3.0pp | 79.4%+5.2pp | 82.0%+2.7pp |
| Annual return | 24.39% | 34.79%-10.4pp | 30.89%-6.5pp | 302.83%-278.4pp |
| Employer contribution / active EE | $2,532 | $4,103-38.3% | $3,418-25.9% | $4,761-46.8% |
| Participant deferral / active EE | $3,691 | $6,674-44.7% | $6,270-41.1% | $5,982-38.3% |
| Admin fee / account holder | $926 | $10,995-91.6% | $8,081-88.5% | $11,246-91.8% |