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 | $58,611 | $159,602-63.3% | $150,045-60.9% | $142,382-58.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 22.29% | 70.24%-47.9pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $5,883 | $4,961+18.6% | $4,693+25.4% | $4,299+36.8% |
| Participant deferral / active EE | $11,440 | $8,310+37.7% | $7,997+43.1% | $6,507+75.8% |
| Admin fee / account holder | $616 | $14,846-95.9% | $13,435-95.4% | $12,624-95.1% |