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 7-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 | $82,853 | $201,272-58.8% | $184,203-55.0% | $145,922-43.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 15.11% | 29.00%-13.9pp | 28.81%-13.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,100 | $7,022-70.1% | $6,427-67.3% | $4,660-54.9% |
| Participant deferral / active EE | $5,074 | $9,806-48.3% | $9,131-44.4% | $6,688-24.1% |
| Admin fee / account holder | $7,308 | $16,364-55.3% | $13,901-47.4% | $13,397-45.4% |