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 7-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 | $97,553 | $132,634-26.4% | $115,768-15.7% | $137,256-28.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.4%+14.5pp | 80.0%+8.9pp |
| Annual return | 19.25% | 160.70%-141.4pp | 100.46%-81.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,201 | $3,360-4.7% | $2,940+8.9% | $4,156-23.0% |
| Participant deferral / active EE | $8,212 | $5,619+46.2% | $4,917+67.0% | $6,407+28.2% |
| Admin fee / account holder | $388 | $15,028-97.4% | $12,439-96.9% | $12,270-96.8% |