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 | $27,518 | $148,534-81.5% | $135,903-79.8% | $139,434-80.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 20.23% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,276 | $5,243-56.6% | $4,856-53.1% | $4,751-52.1% |
| Participant deferral / active EE | $4,941 | $8,100-39.0% | $7,758-36.3% | $6,710-26.4% |
| Admin fee / account holder | $559 | $12,400-95.5% | $10,762-94.8% | $11,403-95.1% |