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 | $66,347 | $148,534-55.3% | $135,903-51.2% | $139,434-52.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 20.80% | 79.19%-58.4pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $4,790 | $5,243-8.6% | $4,856-1.4% | $4,751+0.8% |
| Participant deferral / active EE | $13,165 | $8,100+62.5% | $7,758+69.7% | $6,710+96.2% |
| Admin fee / account holder | $526 | $12,400-95.8% | $10,762-95.1% | $11,403-95.4% |