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 | $89,334 | $177,572-49.7% | $154,803-42.3% | $142,382-37.3% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 31.09% | 65.07%-34.0pp | 58.88%-27.8pp | 217.08%-186.0pp |
| Employer contribution / active EE | $5,105 | $4,810+6.1% | $4,305+18.6% | $4,299+18.7% |
| Participant deferral / active EE | $11,756 | $6,272+87.5% | $5,540+112.2% | $6,507+80.7% |
| Admin fee / account holder | $615 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |