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 | $39,942 | $148,534-73.1% | $135,903-70.6% | $139,434-71.4% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 17.03% | 79.19%-62.2pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,476 | $5,243-14.6% | $4,856-7.8% | $4,751-5.8% |
| Participant deferral / active EE | $7,728 | $8,100-4.6% | $7,758-0.4% | $6,710+15.2% |
| Admin fee / account holder | $349 | $12,400-97.2% | $10,762-96.8% | $11,403-96.9% |