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 7-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 | $84,299 | $111,814-24.6% | $93,654-10.0% | $145,959-42.2% |
| Participation rate | 79.2% | 74.2%+5.0pp | 68.7%+10.4pp | 80.3%-1.1pp |
| Annual return | 29.24% | 203.30%-174.1pp | 133.34%-104.1pp | 561.95%-532.7pp |
| Employer contribution / active EE | $1,224 | $3,092-60.4% | $2,421-49.4% | $4,661-73.7% |
| Participant deferral / active EE | $7,551 | $4,914+53.6% | $4,413+71.1% | $6,689+12.9% |
| Admin fee / account holder | $1,154 | $10,246-88.7% | $8,282-86.1% | $13,398-91.4% |