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 | $68,972 | $201,272-65.7% | $184,203-62.6% | $145,922-52.7% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 13.17% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,864 | $7,022-59.2% | $6,427-55.4% | $4,660-38.5% |
| Participant deferral / active EE | $10,713 | $9,806+9.3% | $9,131+17.3% | $6,688+60.2% |
| Admin fee / account holder | $624 | $16,364-96.2% | $13,901-95.5% | $13,397-95.3% |