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 | $63,494 | $185,822-65.8% | $169,993-62.6% | $139,434-54.5% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 25.66% | 60.50%-34.8pp | 53.37%-27.7pp | 372.94%-347.3pp |
| Employer contribution / active EE | $4,972 | $7,590-34.5% | $6,785-26.7% | $4,751+4.7% |
| Participant deferral / active EE | $10,238 | $11,622-11.9% | $10,408-1.6% | $6,710+52.6% |
| Admin fee / account holder | $14,506 | $15,381-5.7% | $12,815+13.2% | $11,403+27.2% |