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 | $33,905 | $106,584-68.2% | $101,326-66.5% | $142,382-76.2% |
| Participation rate | 94.4% | 82.7%+11.8pp | 81.5%+12.9pp | 80.1%+14.3pp |
| Annual return | 21.88% | 36.93%-15.0pp | 36.82%-14.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $4,124 | $3,956+4.3% | $3,665+12.5% | $4,299-4.1% |
| Participant deferral / active EE | $9,799 | $8,297+18.1% | $7,994+22.6% | $6,507+50.6% |
| Admin fee / account holder | $560 | $11,446-95.1% | $11,185-95.0% | $12,624-95.6% |