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 6-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 | $25,968 | $165,335-84.3% | $149,696-82.7% | $158,922-83.7% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 17.70% | 348.15%-330.4pp | 276.60%-258.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,773 | $5,103-65.3% | $4,644-61.8% | $4,761-62.8% |
| Participant deferral / active EE | $4,085 | $7,181-43.1% | $6,842-40.3% | $5,982-31.7% |
| Admin fee / account holder | $4,006 | $10,807-62.9% | $9,309-57.0% | $11,246-64.4% |