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 | $65,994 | $162,781-59.5% | $133,956-50.7% | $158,922-58.5% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 21.38% | 41.94%-20.6pp | 45.09%-23.7pp | 302.83%-281.5pp |
| Employer contribution / active EE | $4,399 | $4,975-11.6% | $3,919+12.3% | $4,761-7.6% |
| Participant deferral / active EE | $8,709 | $5,911+47.3% | $5,048+72.5% | $5,982+45.6% |
| Admin fee / account holder | $10,240 | $11,736-12.7% | $8,927+14.7% | $11,246-8.9% |