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 | $159,602-78.6% | $150,045-77.2% | $142,382-76.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 30.79% | 70.24%-39.4pp | 62.55%-31.8pp | 217.08%-186.3pp |
| Employer contribution / active EE | $20,198 | $4,961+307.2% | $4,693+330.4% | $4,299+369.8% |
| Participant deferral / active EE | $24,513 | $8,310+195.0% | $7,997+206.5% | $6,507+276.7% |
| Admin fee / account holder | $12,873 | $14,846-13.3% | $13,435-4.2% | $12,624+2.0% |