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 | $79,051 | $159,934-50.6% | $147,005-46.2% | $145,959-45.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 14.13% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,951 | $5,287-63.1% | $4,934-60.5% | $4,661-58.1% |
| Participant deferral / active EE | $12,076 | $8,427+43.3% | $8,070+49.6% | $6,689+80.5% |
| Admin fee / account holder | $1,635 | $15,053-89.1% | $13,006-87.4% | $13,398-87.8% |