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 6-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 | $56,614 | $94,625-40.2% | $116,228-51.3% | $84,808-33.2% |
| Participation rate | 92.5% | 70.4%+22.1pp | 74.6%+17.9pp | 68.3%+24.2pp |
| Annual return | 17.74% | 20.40%-2.7pp | 90.06%-72.3pp | 40.90%-23.2pp |
| Employer contribution / active EE | $5,205 | $2,347+121.8% | $2,994+73.8% | $2,631+97.8% |
| Participant deferral / active EE | $4,024 | $3,972+1.3% | $4,953-18.7% | $4,212-4.4% |
| Admin fee / account holder | $920 | $10,091-90.9% | $11,989-92.3% | $7,344-87.5% |