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 8-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 | $57,376 | $96,635-40.6% | $86,612-33.8% | $139,434-58.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 22.74% | 106.41%-83.7pp | 591.07%-568.3pp | 372.94%-350.2pp |
| Employer contribution / active EE | $4,406 | $3,263+35.0% | $3,022+45.8% | $4,751-7.2% |
| Participant deferral / active EE | $12,157 | $4,836+151.4% | $4,438+173.9% | $6,710+81.2% |
| Admin fee / account holder | $2,297 | $6,408-64.2% | $5,614-59.1% | $11,403-79.9% |