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 6-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 | $52,285 | $159,602-67.2% | $150,045-65.2% | $142,382-63.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 20.03% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $6,235 | $4,961+25.7% | $4,693+32.9% | $4,299+45.0% |
| Participant deferral / active EE | $9,213 | $8,310+10.9% | $7,997+15.2% | $6,507+41.6% |
| Admin fee / account holder | $630 | $14,846-95.8% | $13,435-95.3% | $12,624-95.0% |