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 3-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 | $42,100 | $159,602-73.6% | $150,045-71.9% | $142,382-70.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 23.70% | 70.24%-46.5pp | 62.55%-38.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $6,697 | $4,961+35.0% | $4,693+42.7% | $4,299+55.8% |
| Participant deferral / active EE | $8,449 | $8,310+1.7% | $7,997+5.6% | $6,507+29.8% |
| Admin fee / account holder | $10,000 | $14,846-32.6% | $13,435-25.6% | $12,624-20.8% |