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 | $52,298 | $127,065-58.8% | $113,168-53.8% | $142,382-63.3% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 20.98% | 24.03%-3.0pp | 24.27%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,561 | $3,442-25.6% | $2,975-13.9% | $4,299-40.4% |
| Participant deferral / active EE | $8,499 | $5,716+48.7% | $5,107+66.4% | $6,507+30.6% |
| Admin fee / account holder | $795 | $15,736-94.9% | $12,068-93.4% | $12,624-93.7% |