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 | $51,625 | $86,929-40.6% | $102,423-49.6% | $80,856-36.2% |
| Participation rate | 96.4% | 72.4%+24.1pp | 76.5%+19.9pp | 67.6%+28.8pp |
| Annual return | 23.39% | 18.88%+4.5pp | 29.32%-5.9pp | 35.59%-12.2pp |
| Employer contribution / active EE | $3,790 | $2,369+60.0% | $3,023+25.4% | $2,755+37.6% |
| Participant deferral / active EE | $9,233 | $4,118+124.2% | $5,053+82.7% | $4,296+114.9% |
| Admin fee / account holder | $314 | $8,049-96.1% | $9,451-96.7% | $6,918-95.5% |