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 7-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 | $50,351 | $165,984-69.7% | $164,813-69.4% | $145,922-65.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 21.02% | 100.03%-79.0pp | 69.93%-48.9pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,373 | $5,273-55.0% | $4,341-45.3% | $4,660-49.1% |
| Participant deferral / active EE | $6,590 | $6,959-5.3% | $6,031+9.3% | $6,688-1.5% |
| Admin fee / account holder | $345 | $16,648-97.9% | $12,690-97.3% | $13,397-97.4% |