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 | $52,190 | $175,202-70.2% | $149,673-65.1% | $139,434-62.6% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 12.22% | 166.71%-154.5pp | 134.42%-122.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,761 | $5,474-67.8% | $4,818-63.4% | $4,751-62.9% |
| Participant deferral / active EE | $5,091 | $6,519-21.9% | $5,680-10.4% | $6,710-24.1% |
| Admin fee / account holder | $552 | $16,150-96.6% | $13,210-95.8% | $11,403-95.2% |