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 | $102,648 | $114,381-10.3% | $107,525-4.5% | $142,382-27.9% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 21.47% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,881 | $4,015+21.6% | $3,754+30.0% | $4,299+13.5% |
| Participant deferral / active EE | $6,191 | $5,564+11.3% | $5,116+21.0% | $6,507-4.9% |
| Admin fee / account holder | $7,625 | $9,860-22.7% | $8,919-14.5% | $12,624-39.6% |