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 | $81,239 | $109,817-26.0% | $98,442-17.5% | $167,490-51.5% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 18.27% | 1956.69%-1938.4pp | 1492.73%-1474.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $217 | $3,224-93.3% | $2,960-92.7% | $4,837-95.5% |
| Participant deferral / active EE | $2,871 | $4,673-38.6% | $4,276-32.9% | $6,341-54.7% |
| Admin fee / account holder | $67,400 | $6,753+898.1% | $5,949+1032.9% | $12,309+447.6% |