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 7-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 | $24,213 | $93,571-74.1% | $135,903-82.2% | $75,163-67.8% |
| Participation rate | 79.3% | 75.2%+4.1pp | 81.9%-2.6pp | 67.2%+12.1pp |
| Annual return | 19.77% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,522 | $3,537-28.7% | $4,856-48.1% | $2,670-5.5% |
| Participant deferral / active EE | $7,061 | $6,404+10.3% | $7,758-9.0% | $4,125+71.2% |
| Admin fee / account holder | $5,574 | $6,975-20.1% | $10,762-48.2% | $5,651-1.4% |