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 | $61,527 | $159,901-61.5% | $146,958-58.1% | $145,922-57.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 11.44% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,319 | $5,286-18.3% | $4,933-12.4% | $4,660-7.3% |
| Participant deferral / active EE | $8,782 | $8,428+4.2% | $8,070+8.8% | $6,688+31.3% |
| Admin fee / account holder | $68,445 | $15,044+355.0% | $12,998+426.6% | $13,397+410.9% |