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 7-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 | $117,415 | $178,174-34.1% | $156,181-24.8% | $137,256-14.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 20.32% | 84.19%-63.9pp | 64.87%-44.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $17,871 | $4,972+259.5% | $4,294+316.2% | $4,156+330.0% |
| Participant deferral / active EE | $10,228 | $6,888+48.5% | $6,132+66.8% | $6,407+59.6% |
| Admin fee / account holder | $343 | $17,404-98.0% | $14,586-97.6% | $12,270-97.2% |