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 6-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 | $105,276 | $214,378-50.9% | $200,582-47.5% | $142,382-26.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 21.21% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,893 | $6,841-43.1% | $6,419-39.4% | $4,299-9.5% |
| Participant deferral / active EE | $10,305 | $9,865+4.5% | $9,331+10.4% | $6,507+58.4% |
| Admin fee / account holder | $6,401 | $17,692-63.8% | $16,305-60.7% | $12,624-49.3% |