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 | $71,366 | $80,717-11.6% | $154,803-53.9% | $84,808-15.8% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 18.74% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,110 | $2,761+12.6% | $4,305-27.8% | $2,631+18.2% |
| Participant deferral / active EE | $6,556 | $3,303+98.5% | $5,540+18.3% | $4,212+55.7% |
| Admin fee / account holder | $1,271 | $6,746-81.2% | $14,329-91.1% | $7,344-82.7% |