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 | $41,762 | $103,376-59.6% | $87,100-52.1% | $152,861-72.7% |
| Participation rate | 78.6% | 79.3%-0.8pp | 76.9%+1.7pp | 82.4%-3.9pp |
| Annual return | 25.55% | 28.10%-2.5pp | 28.19%-2.6pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,616 | $3,220-18.8% | $2,521+3.7% | $4,762-45.1% |
| Participant deferral / active EE | $7,094 | $4,778+48.5% | $4,049+75.2% | $5,850+21.3% |
| Admin fee / account holder | $488 | $12,205-96.0% | $7,497-93.5% | $11,596-95.8% |