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 | $105,519 | $111,535-5.4% | $105,223+0.3% | $137,256-23.1% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 15.21% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $4,072 | $3,939+3.4% | $3,689+10.4% | $4,156-2.0% |
| Participant deferral / active EE | $8,800 | $5,500+60.0% | $5,072+73.5% | $6,407+37.4% |
| Admin fee / account holder | $17,677 | $9,721+81.8% | $8,859+99.5% | $12,270+44.1% |