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 | $83,773 | $127,777-34.4% | $106,548-21.4% | $167,490-50.0% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 26.02% | 33.87%-7.9pp | 26.80%-0.8pp | 478.56%-452.5pp |
| Employer contribution / active EE | $1,659 | $3,427-51.6% | $2,819-41.1% | $4,837-65.7% |
| Participant deferral / active EE | $3,864 | $5,087-24.0% | $4,398-12.1% | $6,341-39.1% |
| Admin fee / account holder | $1,221 | $11,228-89.1% | $7,407-83.5% | $12,309-90.1% |