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 5-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 | $157,442 | $106,515+47.8% | $96,683+62.8% | $139,434+12.9% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 16.30% | 38.43%-22.1pp | 35.69%-19.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,551 | $4,103-62.2% | $3,737-58.5% | $4,751-67.4% |
| Participant deferral / active EE | $4,387 | $5,454-19.6% | $4,878-10.1% | $6,710-34.6% |
| Admin fee / account holder | $614 | $7,877-92.2% | $6,730-90.9% | $11,403-94.6% |