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 | $35,061 | $94,752-63.0% | $112,887-68.9% | $139,434-74.9% |
| Participation rate | 95.0% | 81.3%+13.7pp | 80.5%+14.5pp | 80.3%+14.7pp |
| Annual return | 15.74% | 40.88%-25.1pp | 34.10%-18.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,340 | $4,625-49.4% | $4,563-48.7% | $4,751-50.7% |
| Participant deferral / active EE | $2,049 | $6,512-68.5% | $6,513-68.5% | $6,710-69.5% |
| Admin fee / account holder | $1,707 | $8,527-80.0% | $7,047-75.8% | $11,403-85.0% |