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 | $109,698 | $177,572-38.2% | $154,803-29.1% | $142,382-23.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.61% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,999 | $4,810-16.9% | $4,305-7.1% | $4,299-7.0% |
| Participant deferral / active EE | $10,972 | $6,272+74.9% | $5,540+98.0% | $6,507+68.6% |
| Admin fee / account holder | $8,830 | $16,786-47.4% | $14,329-38.4% | $12,624-30.1% |