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 6-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 | $97,658 | $227,553-57.1% | $189,557-48.5% | $167,490-41.7% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 11.71% | 78.40%-66.7pp | 64.17%-52.5pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,680 | $5,316-49.6% | $4,412-39.3% | $4,837-44.6% |
| Participant deferral / active EE | $11,979 | $7,002+71.1% | $6,174+94.0% | $6,341+88.9% |
| Admin fee / account holder | $1,103 | $11,878-90.7% | $9,807-88.8% | $12,309-91.0% |