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 | $85,204 | $183,519-53.6% | $155,509-45.2% | $145,922-41.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.39% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,283 | $5,313-57.0% | $4,672-51.1% | $4,660-51.0% |
| Participant deferral / active EE | $8,604 | $6,462+33.1% | $5,626+52.9% | $6,688+28.7% |
| Admin fee / account holder | $3,235 | $19,313-83.2% | $15,912-79.7% | $13,397-75.9% |