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 | $92,527 | $177,572-47.9% | $154,803-40.2% | $142,382-35.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 22.38% | 65.07%-42.7pp | 58.88%-36.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,556 | $4,810-26.1% | $4,305-17.4% | $4,299-17.3% |
| Participant deferral / active EE | $12,310 | $6,272+96.3% | $5,540+122.2% | $6,507+89.2% |
| Admin fee / account holder | $6,378 | $16,786-62.0% | $14,329-55.5% | $12,624-49.5% |