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 | $32,071 | $93,071-65.5% | $74,583-57.0% | $273,961-88.3% |
| Participation rate | 71.4% | 74.9%-3.5pp | 68.1%+3.3pp | 83.0%-11.6pp |
| Annual return | 6.10% | 26.18%-20.1pp | 20.47%-14.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,666 | $3,160-47.3% | $2,525-34.0% | $4,869-65.8% |
| Participant deferral / active EE | $1,844 | $4,160-55.7% | $3,458-46.7% | $5,287-65.1% |
| Admin fee / account holder | $4,835 | $5,272-8.3% | $4,138+16.8% | $10,132-52.3% |