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 3-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 | $55,474 | $238,490-76.7% | $180,183-69.2% | $142,382-61.0% |
| Participation rate | 85.7% | 82.3%+3.5pp | 77.4%+8.3pp | 80.1%+5.6pp |
| Annual return | 40.39% | 33.56%+6.8pp | 27.86%+12.5pp | 217.08%-176.7pp |
| Employer contribution / active EE | $3,257 | $6,143-47.0% | $5,039-35.4% | $4,299-24.2% |
| Participant deferral / active EE | $4,120 | $7,996-48.5% | $6,822-39.6% | $6,507-36.7% |
| Admin fee / account holder | $13,238 | $28,866-54.1% | $19,975-33.7% | $12,624+4.9% |