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 | $75,393 | $159,602-52.8% | $150,045-49.8% | $142,382-47.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 22.11% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,203 | $4,961-55.6% | $4,693-53.1% | $4,299-48.8% |
| Participant deferral / active EE | $12,427 | $8,310+49.5% | $7,997+55.4% | $6,507+91.0% |
| Admin fee / account holder | $493 | $14,846-96.7% | $13,435-96.3% | $12,624-96.1% |