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 | $48,855 | $177,572-72.5% | $154,803-68.4% | $142,382-65.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 21.54% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,313 | $4,810-51.9% | $4,305-46.3% | $4,299-46.2% |
| Participant deferral / active EE | $9,374 | $6,272+49.5% | $5,540+69.2% | $6,507+44.1% |
| Admin fee / account holder | $1,902 | $16,786-88.7% | $14,329-86.7% | $12,624-84.9% |