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 | $73,789 | $159,901-53.9% | $146,958-49.8% | $145,922-49.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.13% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $5,147 | $5,286-2.6% | $4,933+4.3% | $4,660+10.5% |
| Participant deferral / active EE | $8,707 | $8,428+3.3% | $8,070+7.9% | $6,688+30.2% |
| Admin fee / account holder | $452 | $15,044-97.0% | $12,998-96.5% | $13,397-96.6% |