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 | $105,037 | $185,822-43.5% | $169,993-38.2% | $139,434-24.7% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 16.06% | 60.50%-44.4pp | 53.37%-37.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $7,368 | $7,590-2.9% | $6,785+8.6% | $4,751+55.1% |
| Participant deferral / active EE | $12,276 | $11,622+5.6% | $10,408+17.9% | $6,710+82.9% |
| Admin fee / account holder | $1,558 | $15,381-89.9% | $12,815-87.8% | $11,403-86.3% |