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 6-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 | $51,111 | $106,584-52.0% | $101,326-49.6% | $142,382-64.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 16.57% | 36.93%-20.4pp | 36.82%-20.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,450 | $3,956-12.8% | $3,665-5.9% | $4,299-19.8% |
| Participant deferral / active EE | $9,181 | $8,297+10.7% | $7,994+14.8% | $6,507+41.1% |
| Admin fee / account holder | $23,161 | $11,446+102.3% | $11,185+107.1% | $12,624+83.5% |