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 | $68,064 | $100,773-32.5% | $88,946-23.5% | $142,382-52.2% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 17.26% | 70.18%-52.9pp | 57.82%-40.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,557 | $2,918+21.9% | $2,555+39.2% | $4,299-17.3% |
| Participant deferral / active EE | $8,699 | $5,230+66.3% | $4,581+89.9% | $6,507+33.7% |
| Admin fee / account holder | $9,137 | $9,693-5.7% | $8,261+10.6% | $12,624-27.6% |