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 | $72,944 | $106,584-31.6% | $101,326-28.0% | $142,382-48.8% |
| Participation rate | 93.3% | 82.7%+10.6pp | 81.5%+11.8pp | 80.1%+13.2pp |
| Annual return | 17.49% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $9,501 | $3,956+140.2% | $3,665+159.2% | $4,299+121.0% |
| Participant deferral / active EE | $15,009 | $8,297+80.9% | $7,994+87.7% | $6,507+130.6% |
| Admin fee / account holder | $21,039 | $11,446+83.8% | $11,185+88.1% | $12,624+66.7% |