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 8-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 | $96,001 | $140,940-31.9% | $112,229-14.5% | $139,434-31.1% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 16.61% | 32.71%-16.1pp | 30.20%-13.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,791 | $4,283-58.2% | $3,430-47.8% | $4,751-62.3% |
| Participant deferral / active EE | $6,486 | $5,874+10.4% | $4,798+35.2% | $6,710-3.3% |
| Admin fee / account holder | $423 | $9,954-95.7% | $7,748-94.5% | $11,403-96.3% |