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 | $109,129 | $232,540-53.1% | $185,117-41.0% | $147,584-26.1% |
| Participation rate | 82.4% | 82.4%0pp | 77.3%+5.1pp | 82.8%-0.5pp |
| Annual return | 20.28% | 43.03%-22.8pp | 40.50%-20.2pp | 578.55%-558.3pp |
| Employer contribution / active EE | $3,934 | $5,195-24.3% | $4,182-5.9% | $4,876-19.3% |
| Participant deferral / active EE | $8,746 | $5,834+49.9% | $5,045+73.4% | $5,439+60.8% |
| Admin fee / account holder | $4,270 | $10,275-58.4% | $8,159-47.7% | $10,885-60.8% |