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 | $120,370 | $172,111-30.1% | $150,298-19.9% | $137,256-12.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 14.79% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,721 | $4,636-19.7% | $4,154-10.4% | $4,156-10.5% |
| Participant deferral / active EE | $7,723 | $6,166+25.3% | $5,453+41.6% | $6,407+20.5% |
| Admin fee / account holder | $3,489 | $16,471-78.8% | $14,116-75.3% | $12,270-71.6% |