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 | $34,833 | $80,673-56.8% | $101,326-65.6% | $84,808-58.9% |
| Participation rate | 97.9% | 77.8%+20.1pp | 81.5%+16.4pp | 68.3%+29.6pp |
| Annual return | 23.25% | 38.95%-15.7pp | 36.82%-13.6pp | 40.90%-17.6pp |
| Employer contribution / active EE | $791 | $2,698-70.7% | $3,665-78.4% | $2,631-69.9% |
| Participant deferral / active EE | $9,646 | $6,840+41.0% | $7,994+20.7% | $4,212+129.0% |
| Admin fee / account holder | $12,783 | $12,7840% | $11,185+14.3% | $7,344+74.1% |