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 9-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 | $146,105 | $102,616+42.4% | $81,983+78.2% | $158,922-8.1% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.2%+14.1pp | 82.0%+1.4pp |
| Annual return | 10.66% | 61.04%-50.4pp | 41.31%-30.6pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,306 | $3,240-28.8% | $2,498-7.7% | $4,761-51.6% |
| Participant deferral / active EE | $3,574 | $4,648-23.1% | $3,722-4.0% | $5,982-40.3% |
| Admin fee / account holder | $49,989 | $8,235+507.1% | $5,664+782.6% | $11,246+344.5% |