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 | $84,768 | $157,256-46.1% | $141,162-39.9% | $152,861-44.5% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 24.28% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,923 | $5,261-63.5% | $4,735-59.4% | $4,762-59.6% |
| Participant deferral / active EE | $6,016 | $7,109-15.4% | $6,709-10.3% | $5,850+2.8% |
| Admin fee / account holder | $947 | $12,120-92.2% | $10,261-90.8% | $11,596-91.8% |