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 | $23,758 | $106,749-77.7% | $145,433-83.7% | $82,448-71.2% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 62.90% | 27.59%+35.3pp | 66.58%-3.7pp | 41.64%+21.3pp |
| Employer contribution / active EE | $1,766 | $3,444-48.7% | $4,554-61.2% | $2,551-30.8% |
| Participant deferral / active EE | $5,017 | $6,519-23.0% | $7,897-36.5% | $4,139+21.2% |
| Admin fee / account holder | $1,805 | $8,390-78.5% | $13,129-86.3% | $7,234-75.1% |