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 | $46,720 | $124,425-62.5% | $112,040-58.3% | $137,256-66.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 17.22% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,815 | $3,411-46.8% | $2,954-38.6% | $4,156-56.3% |
| Participant deferral / active EE | $1,850 | $5,718-67.6% | $5,098-63.7% | $6,407-71.1% |
| Admin fee / account holder | $713 | $15,207-95.3% | $12,098-94.1% | $12,270-94.2% |