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 5-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 | $39,499 | $148,534-73.4% | $135,903-70.9% | $139,434-71.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 25.30% | 79.19%-53.9pp | 68.23%-42.9pp | 372.94%-347.6pp |
| Employer contribution / active EE | $2,775 | $5,243-47.1% | $4,856-42.9% | $4,751-41.6% |
| Participant deferral / active EE | $10,754 | $8,100+32.8% | $7,758+38.6% | $6,710+60.3% |
| Admin fee / account holder | $1,375 | $12,400-88.9% | $10,762-87.2% | $11,403-87.9% |