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 | $165,168 | $217,402-24.0% | $185,823-11.1% | $167,490-1.4% |
| Participation rate | 82.6% | 86.0%-3.4pp | 81.7%+0.9pp | 82.1%+0.5pp |
| Annual return | 19.49% | 148.36%-128.9pp | 122.05%-102.6pp | 478.56%-459.1pp |
| Employer contribution / active EE | $5,431 | $5,873-7.5% | $5,167+5.1% | $4,837+12.3% |
| Participant deferral / active EE | $9,702 | $6,356+52.6% | $5,568+74.3% | $6,341+53.0% |
| Admin fee / account holder | $7,773 | $19,811-60.8% | $16,237-52.1% | $12,309-36.9% |