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 10-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 | $93,841 | $179,726-47.8% | $156,263-39.9% | $142,382-34.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 12.21% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,020 | $5,069-60.1% | $4,333-53.4% | $4,299-53.0% |
| Participant deferral / active EE | $6,293 | $6,956-9.5% | $6,158+2.2% | $6,507-3.3% |
| Admin fee / account holder | $39,486 | $17,272+128.6% | $14,255+177.0% | $12,624+212.8% |