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 | $63,048 | $159,602-60.5% | $150,045-58.0% | $142,382-55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.83% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $6,519 | $4,961+31.4% | $4,693+38.9% | $4,299+51.6% |
| Participant deferral / active EE | $12,606 | $8,310+51.7% | $7,997+57.6% | $6,507+93.7% |
| Admin fee / account holder | $6,807 | $14,846-54.1% | $13,435-49.3% | $12,624-46.1% |