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 | $91,487 | $77,813+17.6% | $123,544-25.9% | $64,186+42.5% |
| Participation rate | 80.8% | 74.7%+6.1pp | 82.3%-1.5pp | 69.6%+11.2pp |
| Annual return | -7.92% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $4,608 | $3,014+52.9% | $4,628-0.4% | $2,381+93.5% |
| Participant deferral / active EE | $10,959 | $5,240+109.2% | $6,426+70.6% | $3,470+215.9% |
| Admin fee / account holder | $3,485 | $5,519-36.8% | $9,284-62.5% | $4,888-28.7% |