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 | $37,295 | $183,519-79.7% | $155,509-76.0% | $145,922-74.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.22% | 61.17%-49.9pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,314 | $5,313-37.6% | $4,672-29.1% | $4,660-28.9% |
| Participant deferral / active EE | $14,934 | $6,462+131.1% | $5,626+165.4% | $6,688+123.3% |
| Admin fee / account holder | $26,845 | $19,313+39.0% | $15,912+68.7% | $13,397+100.4% |