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 | $108,693 | $183,963-40.9% | $162,163-33.0% | $152,861-28.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 22.95% | 150.76%-127.8pp | 115.59%-92.6pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,434 | $6,371-46.1% | $5,614-38.8% | $4,762-27.9% |
| Participant deferral / active EE | $8,911 | $8,034+10.9% | $7,298+22.1% | $5,850+52.3% |
| Admin fee / account holder | $804 | $13,121-93.9% | $10,843-92.6% | $11,596-93.1% |