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 | $33,604 | $111,754-69.9% | $103,333-67.5% | $145,922-77.0% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.4pp |
| Annual return | 18.71% | 24.77%-6.1pp | 24.88%-6.2pp | 561.29%-542.6pp |
| Employer contribution / active EE | $3,268 | $4,212-22.4% | $3,868-15.5% | $4,660-29.9% |
| Participant deferral / active EE | $5,282 | $5,619-6.0% | $5,057+4.4% | $6,688-21.0% |
| Admin fee / account holder | $356 | $9,750-96.4% | $8,355-95.7% | $13,397-97.3% |