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 6-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 | $41,076 | $175,202-76.6% | $149,673-72.6% | $139,434-70.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 49.53% | 166.71%-117.2pp | 134.42%-84.9pp | 372.94%-323.4pp |
| Employer contribution / active EE | $2,172 | $5,474-60.3% | $4,818-54.9% | $4,751-54.3% |
| Participant deferral / active EE | $8,128 | $6,519+24.7% | $5,680+43.1% | $6,710+21.1% |
| Admin fee / account holder | $6,989 | $16,150-56.7% | $13,210-47.1% | $11,403-38.7% |