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 | $53,920 | $112,881-52.2% | $90,951-40.7% | $158,922-66.1% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 21.92% | 215.79%-193.9pp | 134.60%-112.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,041 | $2,893-64.0% | $2,122-51.0% | $4,761-78.1% |
| Participant deferral / active EE | $7,362 | $4,128+78.4% | $3,373+118.3% | $5,982+23.1% |
| Admin fee / account holder | $1,015 | $8,041-87.4% | $5,959-83.0% | $11,246-91.0% |