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 5-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 | $55,763 | $96,128-42.0% | $136,007-59.0% | $80,856-31.0% |
| Participation rate | 96.4% | 71.2%+25.1pp | 76.5%+19.9pp | 67.6%+28.7pp |
| Annual return | 11.15% | 28.71%-17.6pp | 579.32%-568.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,011 | $3,351-10.1% | $4,217-28.6% | $2,755+9.3% |
| Participant deferral / active EE | $5,567 | $5,709-2.5% | $7,025-20.7% | $4,296+29.6% |
| Admin fee / account holder | $19,803 | $8,236+140.4% | $6,858+188.8% | $6,918+186.3% |