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 | $65,762 | $94,338-30.3% | $100,534-34.6% | $142,382-53.8% |
| Participation rate | 92.3% | 81.7%+10.6pp | 80.6%+11.7pp | 80.1%+12.2pp |
| Annual return | 19.42% | 29.20%-9.8pp | 32.66%-13.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $5,175 | $4,237+22.1% | $4,346+19.1% | $4,299+20.4% |
| Participant deferral / active EE | $12,299 | $5,934+107.3% | $6,144+100.2% | $6,507+89.0% |
| Admin fee / account holder | $7,212 | $8,421-14.4% | $7,654-5.8% | $12,624-42.9% |