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 | $68,443 | $49,227+39.0% | $70,449-2.8% | $79,858-14.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.18% | 30.06%-18.9pp | 109.03%-97.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $2,195 | $2,099+4.6% | $2,737-19.8% | $2,471-11.1% |
| Participant deferral / active EE | $2,711 | $2,768-2.1% | $3,709-26.9% | $3,740-27.5% |
| Admin fee / account holder | $1,197 | $2,878-58.4% | $3,845-68.9% | $5,306-77.4% |