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 | $58,614 | $100,970-41.9% | $96,576-39.3% | $137,256-57.3% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 53.08% | 38.16%+14.9pp | 38.47%+14.6pp | 220.34%-167.3pp |
| Employer contribution / active EE | $3,894 | $3,809+2.2% | $3,553+9.6% | $4,156-6.3% |
| Participant deferral / active EE | $10,009 | $8,286+20.8% | $7,956+25.8% | $6,407+56.2% |
| Admin fee / account holder | $2,752 | $11,312-75.7% | $11,381-75.8% | $12,270-77.6% |