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 7-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 | $88,111 | $117,841-25.2% | $102,423-14.0% | $145,922-39.6% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 15.54% | 31.65%-16.1pp | 29.32%-13.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,052 | $3,615-70.9% | $3,023-65.2% | $4,660-77.4% |
| Participant deferral / active EE | $2,578 | $5,731-55.0% | $5,053-49.0% | $6,688-61.5% |
| Admin fee / account holder | $44,739 | $13,326+235.7% | $9,451+373.4% | $13,397+233.9% |