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 9-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 | $126,195 | $159,602-20.9% | $150,045-15.9% | $142,382-11.4% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 14.38% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,518 | $4,961+11.2% | $4,693+17.6% | $4,299+28.3% |
| Participant deferral / active EE | $10,385 | $8,310+25.0% | $7,997+29.9% | $6,507+59.6% |
| Admin fee / account holder | $1,446 | $14,846-90.3% | $13,435-89.2% | $12,624-88.5% |