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 3-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 | $39,070 | $127,065-69.3% | $113,168-65.5% | $142,382-72.6% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 17.28% | 24.03%-6.8pp | 24.27%-7.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,777 | $3,442+9.7% | $2,975+27.0% | $4,299-12.1% |
| Participant deferral / active EE | $9,741 | $5,716+70.4% | $5,107+90.7% | $6,507+49.7% |
| Admin fee / account holder | $12,468 | $15,736-20.8% | $12,068+3.3% | $12,624-1.2% |