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 | $34,167 | $154,228-77.8% | $145,433-76.5% | $137,256-75.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 30.79% | 74.59%-43.8pp | 66.58%-35.8pp | 220.34%-189.5pp |
| Employer contribution / active EE | $20,198 | $4,804+320.5% | $4,554+343.5% | $4,156+386.0% |
| Participant deferral / active EE | $24,513 | $8,216+198.3% | $7,897+210.4% | $6,407+282.6% |
| Admin fee / account holder | $12,873 | $14,344-10.3% | $13,129-2.0% | $12,270+4.9% |