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 6-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 | $32,239 | $114,381-71.8% | $107,525-70.0% | $142,382-77.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.39% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,202 | $4,015+54.5% | $3,754+65.2% | $4,299+44.3% |
| Participant deferral / active EE | $6,023 | $5,564+8.2% | $5,116+17.7% | $6,507-7.4% |
| Admin fee / account holder | $8,093 | $9,860-17.9% | $8,919-9.3% | $12,624-35.9% |