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 | $73,589 | $183,519-59.9% | $155,509-52.7% | $145,922-49.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 38.11% | 61.17%-23.1pp | 64.67%-26.6pp | 561.29%-523.2pp |
| Employer contribution / active EE | $3,013 | $5,313-43.3% | $4,672-35.5% | $4,660-35.3% |
| Participant deferral / active EE | $10,399 | $6,462+60.9% | $5,626+84.8% | $6,688+55.5% |
| Admin fee / account holder | $1,013 | $19,313-94.8% | $15,912-93.6% | $13,397-92.4% |