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 4-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 | $157,451 | $183,519-14.2% | $155,509+1.2% | $145,922+7.9% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 12.16% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,436 | $5,313-73.0% | $4,672-69.3% | $4,660-69.2% |
| Participant deferral / active EE | $4,820 | $6,462-25.4% | $5,626-14.3% | $6,688-27.9% |
| Admin fee / account holder | $1,377 | $19,313-92.9% | $15,912-91.3% | $13,397-89.7% |