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 | $73,793 | $102,616-28.1% | $81,983-10.0% | $158,922-53.6% |
| Participation rate | 95.2% | 75.5%+19.7pp | 69.2%+26.0pp | 82.0%+13.3pp |
| Annual return | 12.27% | 61.04%-48.8pp | 41.31%-29.0pp | 302.83%-290.6pp |
| Employer contribution / active EE | $7,779 | $3,240+140.1% | $2,498+211.4% | $4,761+63.4% |
| Participant deferral / active EE | $5,253 | $4,648+13.0% | $3,722+41.1% | $5,982-12.2% |
| Admin fee / account holder | $8,306 | $8,235+0.9% | $5,664+46.7% | $11,246-26.1% |