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 | $60,988 | $125,758-51.5% | $169,993-64.1% | $75,163-18.9% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.0%+5.6pp | 67.2%+25.4pp |
| Annual return | 28.74% | 27.20%+1.5pp | 53.37%-24.6pp | 160.62%-131.9pp |
| Employer contribution / active EE | $7,787 | $4,615+68.7% | $6,785+14.8% | $2,670+191.7% |
| Participant deferral / active EE | $16,763 | $6,837+145.2% | $10,408+61.1% | $4,125+306.4% |
| Admin fee / account holder | $4,790 | $8,173-41.4% | $12,815-62.6% | $5,651-15.2% |