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 | $51,314 | $95,803-46.4% | $113,168-54.7% | $84,808-39.5% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 111.15% | 25.00%+86.1pp | 24.27%+86.9pp | 40.90%+70.3pp |
| Employer contribution / active EE | $2,067 | $2,360-12.4% | $2,975-30.5% | $2,631-21.4% |
| Participant deferral / active EE | $2,773 | $4,242-34.6% | $5,107-45.7% | $4,212-34.2% |
| Admin fee / account holder | $4,838 | $8,989-46.2% | $12,068-59.9% | $7,344-34.1% |