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 5-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 | $111,261 | $214,378-48.1% | $200,582-44.5% | $142,382-21.9% |
| Participation rate | 81.0% | 87.4%-6.5pp | 86.9%-5.9pp | 80.1%+0.8pp |
| Annual return | 19.76% | 46.41%-26.6pp | 42.33%-22.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,357 | $6,841-36.3% | $6,419-32.1% | $4,299+1.3% |
| Participant deferral / active EE | $12,479 | $9,865+26.5% | $9,331+33.7% | $6,507+91.8% |
| Admin fee / account holder | $1,103 | $17,692-93.8% | $16,305-93.2% | $12,624-91.3% |