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 8-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 | $67,203 | $96,635-30.5% | $86,612-22.4% | $139,434-51.8% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 12.49% | 106.41%-93.9pp | 591.07%-578.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,602 | $3,263-20.3% | $3,022-13.9% | $4,751-45.2% |
| Participant deferral / active EE | $3,165 | $4,836-34.6% | $4,438-28.7% | $6,710-52.8% |
| Admin fee / account holder | $3,494 | $6,408-45.5% | $5,614-37.8% | $11,403-69.4% |