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 | $68,902 | $166,020-58.5% | $164,866-58.2% | $145,959-52.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.92% | 100.08%-87.2pp | 69.97%-57.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $11,447 | $5,275+117.0% | $4,343+163.6% | $4,661+145.6% |
| Participant deferral / active EE | $11,451 | $6,961+64.5% | $6,033+89.8% | $6,689+71.2% |
| Admin fee / account holder | $5,123 | $16,644-69.2% | $12,689-59.6% | $13,398-61.8% |