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 3-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 | $61,956 | $99,877-38.0% | $84,966-27.1% | $145,922-57.5% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.4pp | 80.3%+12.6pp |
| Annual return | 11.66% | 83.76%-72.1pp | 66.38%-54.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,808 | $3,231-13.1% | $2,727+3.0% | $4,660-39.7% |
| Participant deferral / active EE | $7,677 | $5,291+45.1% | $4,519+69.9% | $6,688+14.8% |
| Admin fee / account holder | $16,672 | $7,248+130.0% | $6,149+171.1% | $13,397+24.4% |