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 | $37,952 | $108,919-65.2% | $100,391-62.2% | $145,922-74.0% |
| Participation rate | 76.9% | 82.9%-6.0pp | 81.5%-4.6pp | 80.3%-3.4pp |
| Annual return | 14.45% | 57.88%-43.4pp | 49.20%-34.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,391 | $4,419-23.3% | $3,942-14.0% | $4,660-27.2% |
| Participant deferral / active EE | $8,222 | $8,445-2.6% | $8,082+1.7% | $6,688+22.9% |
| Admin fee / account holder | $672 | $9,689-93.1% | $7,899-91.5% | $13,397-95.0% |