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 8-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 | $155,311 | $214,378-27.6% | $200,582-22.6% | $142,382+9.1% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.9%-5.1pp | 80.1%+1.7pp |
| Annual return | 15.98% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,394 | $6,841-21.2% | $6,419-16.0% | $4,299+25.5% |
| Participant deferral / active EE | $10,712 | $9,865+8.6% | $9,331+14.8% | $6,507+64.6% |
| Admin fee / account holder | $39,585 | $17,692+123.7% | $16,305+142.8% | $12,624+213.6% |