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 | $68,664 | $117,983-41.8% | $101,794-32.5% | $142,382-51.8% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 12.43% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $5,680 | $2,773+104.8% | $2,289+148.1% | $4,299+32.1% |
| Participant deferral / active EE | $12,682 | $4,714+169.1% | $4,084+210.5% | $6,507+94.9% |
| Admin fee / account holder | $37,906 | $10,433+263.3% | $8,777+331.9% | $12,624+200.3% |