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 4-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 | $41,445 | $159,602-74.0% | $150,045-72.4% | $142,382-70.9% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 19.87% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,913 | $4,961-1.0% | $4,693+4.7% | $4,299+14.3% |
| Participant deferral / active EE | $18,430 | $8,310+121.8% | $7,997+130.5% | $6,507+183.2% |
| Admin fee / account holder | $1,151 | $14,846-92.2% | $13,435-91.4% | $12,624-90.9% |