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 | $38,918 | $154,228-74.8% | $145,433-73.2% | $137,256-71.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 17.90% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,213 | $4,804-53.9% | $4,554-51.4% | $4,156-46.8% |
| Participant deferral / active EE | $3,742 | $8,216-54.5% | $7,897-52.6% | $6,407-41.6% |
| Admin fee / account holder | $1,636 | $14,344-88.6% | $13,129-87.5% | $12,270-86.7% |