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 | $57,365 | $177,572-67.7% | $154,803-62.9% | $142,382-59.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 27.16% | 65.07%-37.9pp | 58.88%-31.7pp | 217.08%-189.9pp |
| Employer contribution / active EE | $10,826 | $4,810+125.1% | $4,305+151.4% | $4,299+151.8% |
| Participant deferral / active EE | $3,953 | $6,272-37.0% | $5,540-28.7% | $6,507-39.3% |
| Admin fee / account holder | $858 | $16,786-94.9% | $14,329-94.0% | $12,624-93.2% |