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 | $37,790 | $179,726-79.0% | $156,263-75.8% | $142,382-73.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 57.98% | 77.86%-19.9pp | 59.47%-1.5pp | 217.08%-159.1pp |
| Employer contribution / active EE | $6,485 | $5,069+27.9% | $4,333+49.7% | $4,299+50.8% |
| Participant deferral / active EE | $10,604 | $6,956+52.4% | $6,158+72.2% | $6,507+63.0% |
| Admin fee / account holder | $438 | $17,272-97.5% | $14,255-96.9% | $12,624-96.5% |