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 | $57,497 | $198,466-71.0% | $170,442-66.3% | $147,584-61.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.51% | 257.29%-244.8pp | 205.93%-193.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,486 | $6,184-59.8% | $5,433-54.2% | $4,876-49.0% |
| Participant deferral / active EE | $2,893 | $5,629-48.6% | $4,939-41.4% | $5,439-46.8% |
| Admin fee / account holder | $6,293 | $16,852-62.7% | $13,880-54.7% | $10,885-42.2% |