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 | $38,557 | $148,534-74.0% | $135,903-71.6% | $139,434-72.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 26.15% | 79.19%-53.0pp | 68.23%-42.1pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,628 | $5,243-69.0% | $4,856-66.5% | $4,751-65.7% |
| Participant deferral / active EE | $10,376 | $8,100+28.1% | $7,758+33.7% | $6,710+54.6% |
| Admin fee / account holder | $340 | $12,400-97.3% | $10,762-96.8% | $11,403-97.0% |