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 8-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 | $95,577 | $117,841-18.9% | $102,423-6.7% | $145,922-34.5% |
| Participation rate | 81.0% | 78.6%+2.4pp | 76.5%+4.5pp | 80.3%+0.7pp |
| Annual return | 9.36% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,859 | $3,615-20.9% | $3,023-5.4% | $4,660-38.6% |
| Participant deferral / active EE | $7,495 | $5,731+30.8% | $5,053+48.3% | $6,688+12.1% |
| Admin fee / account holder | $3,809 | $13,326-71.4% | $9,451-59.7% | $13,397-71.6% |