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 | $236,643 | $154,117+53.5% | $129,995+82.0% | $139,434+69.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.03% | 32.48%-14.4pp | -137.18%+155.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,058 | $5,289-61.1% | $4,320-52.4% | $4,751-56.7% |
| Participant deferral / active EE | $9,909 | $6,710+47.7% | $5,820+70.3% | $6,710+47.7% |
| Admin fee / account holder | $7,990 | $14,007-43.0% | $10,614-24.7% | $11,403-29.9% |