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 | $61,562 | $159,602-61.4% | $150,045-59.0% | $142,382-56.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 30.05% | 70.24%-40.2pp | 62.55%-32.5pp | 217.08%-187.0pp |
| Employer contribution / active EE | $10,824 | $4,961+118.2% | $4,693+130.6% | $4,299+151.8% |
| Participant deferral / active EE | $6,567 | $8,310-21.0% | $7,997-17.9% | $6,507+0.9% |
| Admin fee / account holder | $2,322 | $14,846-84.4% | $13,435-82.7% | $12,624-81.6% |