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 | $80,855 | $175,202-53.9% | $149,673-46.0% | $139,434-42.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.90% | 166.71%-143.8pp | 134.42%-111.5pp | 372.94%-350.0pp |
| Employer contribution / active EE | $3,587 | $5,474-34.5% | $4,818-25.5% | $4,751-24.5% |
| Participant deferral / active EE | $8,500 | $6,519+30.4% | $5,680+49.6% | $6,710+26.7% |
| Admin fee / account holder | $8,418 | $16,150-47.9% | $13,210-36.3% | $11,403-26.2% |