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 | $19,641 | $159,602-87.7% | $150,045-86.9% | $142,382-86.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 26.52% | 70.24%-43.7pp | 62.55%-36.0pp | 217.08%-190.6pp |
| Employer contribution / active EE | $2,293 | $4,961-53.8% | $4,693-51.1% | $4,299-46.7% |
| Participant deferral / active EE | $8,001 | $8,310-3.7% | $7,9970% | $6,507+22.9% |
| Admin fee / account holder | $412 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |