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 3-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 | $25,676 | $154,228-83.4% | $145,433-82.3% | $137,256-81.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 20.91% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,312 | $4,804-31.1% | $4,554-27.3% | $4,156-20.3% |
| Participant deferral / active EE | $9,120 | $8,216+11.0% | $7,897+15.5% | $6,407+42.4% |
| Admin fee / account holder | $23,325 | $14,344+62.6% | $13,129+77.7% | $12,270+90.1% |