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 3-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 | $48,247 | $177,572-72.8% | $154,803-68.8% | $142,382-66.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 28.94% | 65.07%-36.1pp | 58.88%-29.9pp | 217.08%-188.1pp |
| Employer contribution / active EE | $5,202 | $4,810+8.1% | $4,305+20.8% | $4,299+21.0% |
| Participant deferral / active EE | $8,777 | $6,272+39.9% | $5,540+58.4% | $6,507+34.9% |
| Admin fee / account holder | $504 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |