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 3-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 | $62,597 | $214,378-70.8% | $200,582-68.8% | $142,382-56.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.21% | 46.41%-15.2pp | 42.33%-11.1pp | 217.08%-185.9pp |
| Employer contribution / active EE | $12,370 | $6,841+80.8% | $6,419+92.7% | $4,299+187.7% |
| Participant deferral / active EE | $23,772 | $9,865+141.0% | $9,331+154.8% | $6,507+265.3% |
| Admin fee / account holder | $10,094 | $17,692-42.9% | $16,305-38.1% | $12,624-20.0% |