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 9-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 | $66,171 | $72,277-8.4% | $101,248-34.6% | $79,858-17.1% |
| Participation rate | 84.4% | 68.5%+16.0pp | 75.8%+8.6pp | 69.6%+14.8pp |
| Annual return | 12.35% | 22.30%-9.9pp | 46.47%-34.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,300 | $2,692-14.6% | $3,660-37.2% | $2,471-6.9% |
| Participant deferral / active EE | $9,785 | $3,282+198.2% | $4,370+123.9% | $3,740+161.6% |
| Admin fee / account holder | $35,029 | $4,400+696.1% | $5,945+489.2% | $5,306+560.1% |