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 8-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 | $68,067 | $165,335-58.8% | $149,696-54.5% | $158,922-57.2% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 16.25% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,388 | $5,103-33.6% | $4,644-27.1% | $4,761-28.8% |
| Participant deferral / active EE | $6,316 | $7,181-12.1% | $6,842-7.7% | $5,982+5.6% |
| Admin fee / account holder | $700 | $10,807-93.5% | $9,309-92.5% | $11,246-93.8% |