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 | $116,517 | $159,901-27.1% | $146,958-20.7% | $145,922-20.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 13.07% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,608 | $5,286-50.7% | $4,933-47.1% | $4,660-44.0% |
| Participant deferral / active EE | $11,735 | $8,428+39.2% | $8,070+45.4% | $6,688+75.5% |
| Admin fee / account holder | $688 | $15,044-95.4% | $12,998-94.7% | $13,397-94.9% |