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 | $43,329 | $100,773-57.0% | $88,946-51.3% | $142,382-69.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 17.69% | 70.18%-52.5pp | 57.82%-40.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,821 | $2,918+133.8% | $2,555+167.0% | $4,299+58.7% |
| Participant deferral / active EE | $13,630 | $5,230+160.6% | $4,581+197.5% | $6,507+109.5% |
| Admin fee / account holder | $33,805 | $9,693+248.8% | $8,261+309.2% | $12,624+167.8% |