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 8-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 | $116,496 | $214,378-45.7% | $200,582-41.9% | $142,382-18.2% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 16.07% | 46.41%-30.3pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,809 | $6,841-44.3% | $6,419-40.7% | $4,299-11.4% |
| Participant deferral / active EE | $10,025 | $9,865+1.6% | $9,331+7.4% | $6,507+54.1% |
| Admin fee / account holder | $9,104 | $17,692-48.5% | $16,305-44.2% | $12,624-27.9% |