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 | $45,315 | $177,572-74.5% | $154,803-70.7% | $142,382-68.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 21.80% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,355 | $4,810-51.0% | $4,305-45.3% | $4,299-45.2% |
| Participant deferral / active EE | $7,987 | $6,272+27.4% | $5,540+44.2% | $6,507+22.7% |
| Admin fee / account holder | $849 | $16,786-94.9% | $14,329-94.1% | $12,624-93.3% |