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 | $95,496 | $157,256-39.3% | $141,162-32.3% | $152,861-37.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 26.00% | 64.32%-38.3pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $5,248 | $5,261-0.3% | $4,735+10.8% | $4,762+10.2% |
| Participant deferral / active EE | $9,967 | $7,109+40.2% | $6,709+48.6% | $5,850+70.4% |
| Admin fee / account holder | $1,346 | $12,120-88.9% | $10,261-86.9% | $11,596-88.4% |