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 | $68,735 | $172,111-60.1% | $150,298-54.3% | $137,256-49.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.69% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $7,294 | $4,636+57.3% | $4,154+75.6% | $4,156+75.5% |
| Participant deferral / active EE | $5,804 | $6,166-5.9% | $5,453+6.4% | $6,407-9.4% |
| Admin fee / account holder | $2,623 | $16,471-84.1% | $14,116-81.4% | $12,270-78.6% |