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 8-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 | $123,010 | $179,726-31.6% | $156,263-21.3% | $142,382-13.6% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 14.92% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $13,895 | $5,069+174.1% | $4,333+220.7% | $4,299+223.2% |
| Participant deferral / active EE | $5,702 | $6,956-18.0% | $6,158-7.4% | $6,507-12.4% |
| Admin fee / account holder | $777 | $17,272-95.5% | $14,255-94.5% | $12,624-93.8% |