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 8-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 | $31,231 | $154,228-79.8% | $145,433-78.5% | $137,256-77.2% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 33.43% | 74.59%-41.2pp | 66.58%-33.1pp | 220.34%-186.9pp |
| Employer contribution / active EE | $2,554 | $4,804-46.8% | $4,554-43.9% | $4,156-38.5% |
| Participant deferral / active EE | $5,436 | $8,216-33.8% | $7,897-31.2% | $6,407-15.1% |
| Admin fee / account holder | $1,023 | $14,344-92.9% | $13,129-92.2% | $12,270-91.7% |