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 9-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 | $74,276 | $179,726-58.7% | $156,263-52.5% | $142,382-47.8% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 11.93% | 77.86%-65.9pp | 59.47%-47.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,928 | $5,069-42.2% | $4,333-32.4% | $4,299-31.9% |
| Participant deferral / active EE | $7,795 | $6,956+12.1% | $6,158+26.6% | $6,507+19.8% |
| Admin fee / account holder | $24,236 | $17,272+40.3% | $14,255+70.0% | $12,624+92.0% |