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 | $38,676 | $201,272-80.8% | $184,203-79.0% | $145,922-73.5% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 15.75% | 29.00%-13.3pp | 28.81%-13.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,509 | $7,022-50.0% | $6,427-45.4% | $4,660-24.7% |
| Participant deferral / active EE | $3,822 | $9,806-61.0% | $9,131-58.1% | $6,688-42.9% |
| Admin fee / account holder | $1,263 | $16,364-92.3% | $13,901-90.9% | $13,397-90.6% |