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 | $69,582 | $154,365-54.9% | $130,231-46.6% | $139,434-50.1% |
| Participation rate | 86.7% | 79.9%+6.7pp | 76.3%+10.4pp | 80.3%+6.3pp |
| Annual return | 43.35% | 30.34%+13.0pp | 38.77%+4.6pp | 372.94%-329.6pp |
| Employer contribution / active EE | $5,803 | $5,170+12.2% | $4,126+40.6% | $4,751+22.1% |
| Participant deferral / active EE | $11,415 | $8,498+34.3% | $6,799+67.9% | $6,710+70.1% |
| Admin fee / account holder | $5,352 | $9,214-41.9% | $6,020-11.1% | $11,403-53.1% |