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 | $24,812 | $172,478-85.6% | $145,661-83.0% | $142,382-82.6% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.2%-5.8pp | 80.1%-8.7pp |
| Annual return | 17.85% | 151.09%-133.2pp | 101.46%-83.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,338 | $4,899-72.7% | $4,238-68.4% | $4,299-68.9% |
| Participant deferral / active EE | $6,500 | $8,348-22.1% | $7,198-9.7% | $6,507-0.1% |
| Admin fee / account holder | $323 | $16,864-98.1% | $12,466-97.4% | $12,624-97.4% |