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 | $90,266 | $159,602-43.4% | $150,045-39.8% | $142,382-36.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.62% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $6,262 | $4,961+26.2% | $4,693+33.4% | $4,299+45.7% |
| Participant deferral / active EE | $26,377 | $8,310+217.4% | $7,997+229.8% | $6,507+305.4% |
| Admin fee / account holder | $312 | $14,846-97.9% | $13,435-97.7% | $12,624-97.5% |