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 9-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 | $74,281 | $111,724-33.5% | $93,606-20.6% | $145,922-49.1% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 10.04% | 202.98%-192.9pp | 133.20%-123.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,052 | $3,090-33.6% | $2,420-15.2% | $4,660-56.0% |
| Participant deferral / active EE | $4,499 | $4,912-8.4% | $4,411+2.0% | $6,688-32.7% |
| Admin fee / account holder | $870 | $10,250-91.5% | $8,285-89.5% | $13,397-93.5% |