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 | $38,533 | $124,281-69.0% | $109,143-64.7% | $167,490-77.0% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 13.12% | 26.04%-12.9pp | 25.75%-12.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,612 | $4,207-61.7% | $3,722-56.7% | $4,837-66.7% |
| Participant deferral / active EE | $3,711 | $5,255-29.4% | $4,653-20.2% | $6,341-41.5% |
| Admin fee / account holder | $891 | $7,970-88.8% | $6,752-86.8% | $12,309-92.8% |