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 4-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 | $65,609 | $178,174-63.2% | $156,181-58.0% | $137,256-52.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 20.96% | 84.19%-63.2pp | 64.87%-43.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $8,563 | $4,972+72.2% | $4,294+99.4% | $4,156+106.0% |
| Participant deferral / active EE | $5,250 | $6,888-23.8% | $6,132-14.4% | $6,407-18.1% |
| Admin fee / account holder | $1,061 | $17,404-93.9% | $14,586-92.7% | $12,270-91.4% |