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 | $49,700 | $100,773-50.7% | $88,946-44.1% | $142,382-65.1% |
| Participation rate | 95.2% | 74.3%+21.0pp | 68.8%+26.4pp | 80.1%+15.1pp |
| Annual return | 19.30% | 70.18%-50.9pp | 57.82%-38.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,354 | $2,918+14.9% | $2,555+31.3% | $4,299-22.0% |
| Participant deferral / active EE | $7,708 | $5,230+47.4% | $4,581+68.2% | $6,507+18.5% |
| Admin fee / account holder | $5,318 | $9,693-45.1% | $8,261-35.6% | $12,624-57.9% |