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 | $102,914 | $159,602-35.5% | $150,045-31.4% | $142,382-27.7% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 26.37% | 70.24%-43.9pp | 62.55%-36.2pp | 217.08%-190.7pp |
| Employer contribution / active EE | $8,081 | $4,961+62.9% | $4,693+72.2% | $4,299+88.0% |
| Participant deferral / active EE | $8,234 | $8,310-0.9% | $7,997+3.0% | $6,507+26.5% |
| Admin fee / account holder | $3,162 | $14,846-78.7% | $13,435-76.5% | $12,624-75.0% |