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 4-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 | $63,591 | $159,602-60.2% | $150,045-57.6% | $142,382-55.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 21.11% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,035 | $4,961-38.8% | $4,693-35.3% | $4,299-29.4% |
| Participant deferral / active EE | $10,545 | $8,310+26.9% | $7,997+31.9% | $6,507+62.1% |
| Admin fee / account holder | $7,855 | $14,846-47.1% | $13,435-41.5% | $12,624-37.8% |