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 | $67,449 | $209,336-67.8% | $197,124-65.8% | $137,256-50.9% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 16.31% | 48.09%-31.8pp | 44.34%-28.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $8,419 | $6,591+27.7% | $6,227+35.2% | $4,156+102.6% |
| Participant deferral / active EE | $10,165 | $9,614+5.7% | $9,135+11.3% | $6,407+58.7% |
| Admin fee / account holder | $36,357 | $17,308+110.1% | $16,298+123.1% | $12,270+196.3% |