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 8-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 | $66,323 | $124,425-46.7% | $112,040-40.8% | $137,256-51.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.77% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $5,858 | $3,411+71.7% | $2,954+98.3% | $4,156+41.0% |
| Participant deferral / active EE | $11,804 | $5,718+106.4% | $5,098+131.6% | $6,407+84.2% |
| Admin fee / account holder | $3,111 | $15,207-79.5% | $12,098-74.3% | $12,270-74.6% |