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 3-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 | $95,091 | $214,378-55.6% | $200,582-52.6% | $142,382-33.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 18.35% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,218 | $6,841-38.4% | $6,419-34.3% | $4,299-1.9% |
| Participant deferral / active EE | $19,587 | $9,865+98.6% | $9,331+109.9% | $6,507+201.0% |
| Admin fee / account holder | $5,565 | $17,692-68.5% | $16,305-65.9% | $12,624-55.9% |