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 5-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 | $26,201 | $148,534-82.4% | $135,903-80.7% | $139,434-81.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 19.55% | 79.19%-59.6pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,381 | $5,243-54.6% | $4,856-51.0% | $4,751-49.9% |
| Participant deferral / active EE | $7,107 | $8,100-12.3% | $7,758-8.4% | $6,710+5.9% |
| Admin fee / account holder | $984 | $12,400-92.1% | $10,762-90.9% | $11,403-91.4% |