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 | $54,298 | $154,228-64.8% | $145,433-62.7% | $137,256-60.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 18.93% | 74.59%-55.7pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,628 | $4,804-24.5% | $4,554-20.4% | $4,156-12.7% |
| Participant deferral / active EE | $6,771 | $8,216-17.6% | $7,897-14.3% | $6,407+5.7% |
| Admin fee / account holder | $2,946 | $14,344-79.5% | $13,129-77.6% | $12,270-76.0% |