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 3-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 | $49,427 | $177,572-72.2% | $154,803-68.1% | $142,382-65.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 22.52% | 65.07%-42.5pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,201 | $4,810-54.3% | $4,305-48.9% | $4,299-48.8% |
| Participant deferral / active EE | $6,922 | $6,272+10.4% | $5,540+24.9% | $6,507+6.4% |
| Admin fee / account holder | $692 | $16,786-95.9% | $14,329-95.2% | $12,624-94.5% |