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 | $143,296 | $177,572-19.3% | $154,803-7.4% | $142,382+0.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 22.22% | 65.07%-42.8pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,105 | $4,810-14.7% | $4,305-4.7% | $4,299-4.5% |
| Participant deferral / active EE | $16,107 | $6,272+156.8% | $5,540+190.7% | $6,507+147.5% |
| Admin fee / account holder | $1,399 | $16,786-91.7% | $14,329-90.2% | $12,624-88.9% |