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 5-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 | $102,799 | $179,726-42.8% | $156,263-34.2% | $142,382-27.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 14.39% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $15,225 | $5,069+200.3% | $4,333+251.4% | $4,299+254.1% |
| Participant deferral / active EE | $7,200 | $6,956+3.5% | $6,158+16.9% | $6,507+10.6% |
| Admin fee / account holder | $906 | $17,272-94.8% | $14,255-93.6% | $12,624-92.8% |