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 7-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 | $112,087 | $214,378-47.7% | $200,582-44.1% | $142,382-21.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 17.47% | 46.41%-28.9pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,597 | $6,841-62.0% | $6,419-59.5% | $4,299-39.6% |
| Participant deferral / active EE | $14,711 | $9,865+49.1% | $9,331+57.7% | $6,507+126.1% |
| Admin fee / account holder | $1,665 | $17,692-90.6% | $16,305-89.8% | $12,624-86.8% |