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 | $69,404 | $127,065-45.4% | $113,168-38.7% | $142,382-51.3% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 32.39% | 24.03%+8.4pp | 24.27%+8.1pp | 217.08%-184.7pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,921 | $5,716+143.5% | $5,107+172.6% | $6,507+113.9% |
| Admin fee / account holder | $7,500 | $15,736-52.3% | $12,068-37.9% | $12,624-40.6% |