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 | $47,820 | $165,984-71.2% | $164,813-71.0% | $145,922-67.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 10.97% | 100.03%-89.1pp | 69.93%-59.0pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,277 | $5,273-75.8% | $4,341-70.6% | $4,660-72.6% |
| Participant deferral / active EE | $3,204 | $6,959-54.0% | $6,031-46.9% | $6,688-52.1% |
| Admin fee / account holder | $20,731 | $16,648+24.5% | $12,690+63.4% | $13,397+54.7% |