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 | $122,902 | $209,336-41.3% | $197,124-37.7% | $137,256-10.5% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 13.15% | 48.09%-34.9pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $6,941 | $6,591+5.3% | $6,227+11.5% | $4,156+67.0% |
| Participant deferral / active EE | $7,646 | $9,614-20.5% | $9,135-16.3% | $6,407+19.3% |
| Admin fee / account holder | $1,888 | $17,308-89.1% | $16,298-88.4% | $12,270-84.6% |