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 | $76,619 | $177,572-56.9% | $154,803-50.5% | $142,382-46.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 14.28% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,374 | $4,810-29.9% | $4,305-21.6% | $4,299-21.5% |
| Participant deferral / active EE | $8,757 | $6,272+39.6% | $5,540+58.1% | $6,507+34.6% |
| Admin fee / account holder | $1,019 | $16,786-93.9% | $14,329-92.9% | $12,624-91.9% |