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 | $60,589 | $111,754-45.8% | $103,333-41.4% | $145,922-58.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.04% | 24.77%-5.7pp | 24.88%-5.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $5,167 | $4,212+22.6% | $3,868+33.6% | $4,660+10.9% |
| Participant deferral / active EE | $10,611 | $5,619+88.8% | $5,057+109.8% | $6,688+58.7% |
| Admin fee / account holder | $9,912 | $9,750+1.7% | $8,355+18.6% | $13,397-26.0% |