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 | $55,368 | $165,984-66.6% | $164,813-66.4% | $145,922-62.1% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 16.62% | 100.03%-83.4pp | 69.93%-53.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,260 | $5,273-57.1% | $4,341-47.9% | $4,660-51.5% |
| Participant deferral / active EE | $5,409 | $6,959-22.3% | $6,031-10.3% | $6,688-19.1% |
| Admin fee / account holder | $3,108 | $16,648-81.3% | $12,690-75.5% | $13,397-76.8% |