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 | $61,133 | $159,602-61.7% | $150,045-59.3% | $142,382-57.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 15.35% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,522 | $4,961-49.2% | $4,693-46.3% | $4,299-41.3% |
| Participant deferral / active EE | $6,250 | $8,310-24.8% | $7,997-21.9% | $6,507-4.0% |
| Admin fee / account holder | $483 | $14,846-96.7% | $13,435-96.4% | $12,624-96.2% |