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 | $43,973 | $159,602-72.4% | $150,045-70.7% | $142,382-69.1% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 33.12% | 70.24%-37.1pp | 62.55%-29.4pp | 217.08%-184.0pp |
| Employer contribution / active EE | $11,363 | $4,961+129.1% | $4,693+142.1% | $4,299+164.3% |
| Participant deferral / active EE | $13,681 | $8,310+64.6% | $7,997+71.1% | $6,507+110.2% |
| Admin fee / account holder | $4,077 | $14,846-72.5% | $13,435-69.7% | $12,624-67.7% |