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 | $29,915 | $118,450-74.7% | $98,439-69.6% | $139,434-78.5% |
| Participation rate | 79.2% | 77.4%+1.7pp | 75.2%+4.0pp | 80.3%-1.2pp |
| Annual return | 31.79% | 18.94%+12.9pp | 21.16%+10.6pp | 372.94%-341.2pp |
| Employer contribution / active EE | $2,115 | $3,609-41.4% | $3,048-30.6% | $4,751-55.5% |
| Participant deferral / active EE | $4,212 | $5,392-21.9% | $4,738-11.1% | $6,710-37.2% |
| Admin fee / account holder | $745 | $14,026-94.7% | $8,948-91.7% | $11,403-93.5% |