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 | $36,564 | $177,572-79.4% | $154,803-76.4% | $142,382-74.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.72% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,365 | $4,810-30.0% | $4,305-21.8% | $4,299-21.7% |
| Participant deferral / active EE | $14,512 | $6,272+131.4% | $5,540+161.9% | $6,507+123.0% |
| Admin fee / account holder | $357,682 | $16,786+2030.9% | $14,329+2396.2% | $12,624+2733.4% |