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 | $61,430 | $185,822-66.9% | $169,993-63.9% | $139,434-55.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 22.41% | 60.50%-38.1pp | 53.37%-31.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $8,327 | $7,590+9.7% | $6,785+22.7% | $4,751+75.3% |
| Participant deferral / active EE | $18,382 | $11,622+58.2% | $10,408+76.6% | $6,710+173.9% |
| Admin fee / account holder | $8,683 | $15,381-43.5% | $12,815-32.2% | $11,403-23.9% |