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 4-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 | $54,560 | $101,618-46.3% | $93,063-41.4% | $137,256-60.2% |
| Participation rate | 82.4% | 74.9%+7.4pp | 72.1%+10.2pp | 80.0%+2.4pp |
| Annual return | 23.04% | 223.95%-200.9pp | 34.15%-11.1pp | 220.34%-197.3pp |
| Employer contribution / active EE | $4,206 | $2,707+55.4% | $2,476+69.9% | $4,156+1.2% |
| Participant deferral / active EE | $10,148 | $4,279+137.1% | $3,958+156.4% | $6,407+58.4% |
| Admin fee / account holder | $1,300 | $6,198-79.0% | $6,033-78.5% | $12,270-89.4% |