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 7-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 | $52,866 | $140,940-62.5% | $112,229-52.9% | $139,434-62.1% |
| Participation rate | 90.5% | 79.2%+11.3pp | 72.4%+18.0pp | 80.3%+10.2pp |
| Annual return | 28.62% | 32.71%-4.1pp | 30.20%-1.6pp | 372.94%-344.3pp |
| Employer contribution / active EE | $2,588 | $4,283-39.6% | $3,430-24.6% | $4,751-45.5% |
| Participant deferral / active EE | $5,308 | $5,874-9.6% | $4,798+10.6% | $6,710-20.9% |
| Admin fee / account holder | $3,818 | $9,954-61.6% | $7,748-50.7% | $11,403-66.5% |