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 | $67,869 | $109,881-38.2% | $150,045-54.8% | $84,808-20.0% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 18.83% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,386 | $3,561-4.9% | $4,693-27.9% | $2,631+28.7% |
| Participant deferral / active EE | $6,790 | $6,636+2.3% | $7,997-15.1% | $4,212+61.2% |
| Admin fee / account holder | $3,710 | $8,568-56.7% | $13,435-72.4% | $7,344-49.5% |