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 | $89,189 | $178,174-49.9% | $156,181-42.9% | $137,256-35.0% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 14.70% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,881 | $4,972-21.9% | $4,294-9.6% | $4,156-6.6% |
| Participant deferral / active EE | $12,319 | $6,888+78.9% | $6,132+100.9% | $6,407+92.3% |
| Admin fee / account holder | $4,883 | $17,404-71.9% | $14,586-66.5% | $12,270-60.2% |