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 7-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 | $106,392 | $111,754-4.8% | $103,333+3.0% | $145,922-27.1% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 15.35% | 24.77%-9.4pp | 24.88%-9.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $4,437 | $4,212+5.3% | $3,868+14.7% | $4,660-4.8% |
| Participant deferral / active EE | $11,651 | $5,619+107.4% | $5,057+130.4% | $6,688+74.2% |
| Admin fee / account holder | $730 | $9,750-92.5% | $8,355-91.3% | $13,397-94.6% |