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 9-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 | $48,115 | $144,119-66.6% | $117,854-59.2% | $147,584-67.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 13.88% | 531.15%-517.3pp | 335.08%-321.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,156 | $4,896-56.0% | $3,786-43.1% | $4,876-55.8% |
| Participant deferral / active EE | $4,793 | $5,316-9.8% | $4,482+6.9% | $5,439-11.9% |
| Admin fee / account holder | $2,421 | $10,886-77.8% | $8,020-69.8% | $10,885-77.8% |