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 | $92,694 | $108,919-14.9% | $100,391-7.7% | $145,922-36.5% |
| Participation rate | 95.0% | 82.9%+12.1pp | 81.5%+13.5pp | 80.3%+14.7pp |
| Annual return | 17.05% | 57.88%-40.8pp | 49.20%-32.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $5,213 | $4,419+18.0% | $3,942+32.3% | $4,660+11.9% |
| Participant deferral / active EE | $8,636 | $8,445+2.3% | $8,082+6.9% | $6,688+29.1% |
| Admin fee / account holder | $8,380 | $9,689-13.5% | $7,899+6.1% | $13,397-37.4% |