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 | $69,755 | $90,348-22.8% | $75,972-8.2% | $145,922-52.2% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.1%+25.9pp | 80.3%+14.7pp |
| Annual return | 12.42% | 620.88%-608.5pp | 359.55%-347.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,322 | $3,311+0.3% | $2,685+23.7% | $4,660-28.7% |
| Participant deferral / active EE | $13,181 | $5,162+155.4% | $4,255+209.7% | $6,688+97.1% |
| Admin fee / account holder | $5,053 | $8,467-40.3% | $6,467-21.9% | $13,397-62.3% |