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 5-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 | $62,899 | $159,602-60.6% | $150,045-58.1% | $142,382-55.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 24.44% | 70.24%-45.8pp | 62.55%-38.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $4,848 | $4,961-2.3% | $4,693+3.3% | $4,299+12.8% |
| Participant deferral / active EE | $12,511 | $8,310+50.6% | $7,997+56.4% | $6,507+92.3% |
| Admin fee / account holder | $12,530 | $14,846-15.6% | $13,435-6.7% | $12,624-0.7% |