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 | $100,487 | $159,934-37.2% | $147,005-31.6% | $145,959-31.2% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 14.47% | 98.24%-83.8pp | 418.76%-404.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $3,988 | $5,287-24.6% | $4,934-19.2% | $4,661-14.4% |
| Participant deferral / active EE | $10,871 | $8,427+29.0% | $8,070+34.7% | $6,689+62.5% |
| Admin fee / account holder | $13,562 | $15,053-9.9% | $13,006+4.3% | $13,398+1.2% |