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 | $42,953 | $177,572-75.8% | $154,803-72.3% | $142,382-69.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 24.55% | 65.07%-40.5pp | 58.88%-34.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $5,619 | $4,810+16.8% | $4,305+30.5% | $4,299+30.7% |
| Participant deferral / active EE | $6,416 | $6,272+2.3% | $5,540+15.8% | $6,507-1.4% |
| Admin fee / account holder | $1,676 | $16,786-90.0% | $14,329-88.3% | $12,624-86.7% |