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 | $30,139 | $97,125-69.0% | $86,233-65.0% | $137,256-78.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 24.38% | 74.19%-49.8pp | 61.39%-37.0pp | 220.34%-196.0pp |
| Employer contribution / active EE | $15,495 | $2,841+445.4% | $2,504+518.7% | $4,156+272.8% |
| Participant deferral / active EE | $8,548 | $5,180+65.0% | $4,559+87.5% | $6,407+33.4% |
| Admin fee / account holder | $3,836 | $9,725-60.6% | $8,342-54.0% | $12,270-68.7% |