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 | $66,418 | $214,378-69.0% | $200,582-66.9% | $142,382-53.4% |
| Participation rate | 82.6% | 87.4%-4.8pp | 86.9%-4.3pp | 80.1%+2.5pp |
| Annual return | 17.98% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,112 | $6,841-54.5% | $6,419-51.5% | $4,299-27.6% |
| Participant deferral / active EE | $4,618 | $9,865-53.2% | $9,331-50.5% | $6,507-29.0% |
| Admin fee / account holder | $2,569 | $17,692-85.5% | $16,305-84.2% | $12,624-79.6% |