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 6-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 | $26,342 | $159,602-83.5% | $150,045-82.4% | $142,382-81.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 21.89% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,873 | $4,961-42.1% | $4,693-38.8% | $4,299-33.2% |
| Participant deferral / active EE | $9,053 | $8,310+8.9% | $7,997+13.2% | $6,507+39.1% |
| Admin fee / account holder | $5,420 | $14,846-63.5% | $13,435-59.7% | $12,624-57.1% |