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 | $30,537 | $148,534-79.4% | $135,903-77.5% | $139,434-78.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.16% | 79.19%-57.0pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $5,216 | $5,243-0.5% | $4,856+7.4% | $4,751+9.8% |
| Participant deferral / active EE | $2,625 | $8,100-67.6% | $7,758-66.2% | $6,710-60.9% |
| Admin fee / account holder | $2,885 | $12,400-76.7% | $10,762-73.2% | $11,403-74.7% |