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 | $61,687 | $159,901-61.4% | $146,958-58.0% | $145,922-57.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 37.38% | 98.13%-60.8pp | 418.34%-381.0pp | 561.29%-523.9pp |
| Employer contribution / active EE | $4,668 | $5,286-11.7% | $4,933-5.4% | $4,660+0.2% |
| Participant deferral / active EE | $5,012 | $8,428-40.5% | $8,070-37.9% | $6,688-25.1% |
| Admin fee / account holder | $459 | $15,044-96.9% | $12,998-96.5% | $13,397-96.6% |