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 | $99,610 | $177,572-43.9% | $154,803-35.7% | $142,382-30.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 16.85% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,212 | $4,810-74.8% | $4,305-71.8% | $4,299-71.8% |
| Participant deferral / active EE | $2,985 | $6,272-52.4% | $5,540-46.1% | $6,507-54.1% |
| Admin fee / account holder | $450 | $16,786-97.3% | $14,329-96.9% | $12,624-96.4% |