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 4-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 | $84,112 | $111,814-24.8% | $103,374-18.6% | $145,959-42.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.66% | 24.77%-15.1pp | 24.89%-15.2pp | 561.95%-552.3pp |
| Employer contribution / active EE | $5,255 | $4,214+24.7% | $3,869+35.8% | $4,661+12.8% |
| Participant deferral / active EE | $5,329 | $5,618-5.1% | $5,058+5.4% | $6,689-20.3% |
| Admin fee / account holder | $1,239 | $9,754-87.3% | $8,394-85.2% | $13,398-90.8% |