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 | $29,099 | $217,402-86.6% | $185,823-84.3% | $167,490-82.6% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 13.00% | 148.36%-135.4pp | 122.05%-109.1pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,127 | $5,873-46.8% | $5,167-39.5% | $4,837-35.4% |
| Participant deferral / active EE | $10,608 | $6,356+66.9% | $5,568+90.5% | $6,341+67.3% |
| Admin fee / account holder | $194,206 | $19,811+880.3% | $16,237+1096.0% | $12,309+1477.8% |