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 | $112,226 | $210,648-46.7% | $177,989-36.9% | $145,922-23.1% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 18.47% | 385.86%-367.4pp | 294.48%-276.0pp | 561.29%-542.8pp |
| Employer contribution / active EE | $10,687 | $4,565+134.1% | $3,949+170.7% | $4,660+129.4% |
| Participant deferral / active EE | $11,643 | $6,958+67.3% | $6,276+85.5% | $6,688+74.1% |
| Admin fee / account holder | $1,473 | $12,013-87.7% | $10,363-85.8% | $13,397-89.0% |