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 5-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 | $39,736 | $148,534-73.2% | $135,903-70.8% | $139,434-71.5% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 184.10% | 79.19%+104.9pp | 68.23%+115.9pp | 372.94%-188.8pp |
| Employer contribution / active EE | $3,373 | $5,243-35.7% | $4,856-30.5% | $4,751-29.0% |
| Participant deferral / active EE | $8,842 | $8,100+9.2% | $7,758+14.0% | $6,710+31.8% |
| Admin fee / account holder | $2,837 | $12,400-77.1% | $10,762-73.6% | $11,403-75.1% |