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 | $94,885 | $58,577+62.0% | $83,333+13.9% | $64,186+47.8% |
| Participation rate | 92.1% | 72.0%+20.1pp | 77.8%+14.3pp | 69.6%+22.5pp |
| Annual return | -3.44% | 9.65%-13.1pp | 10.63%-14.1pp | 7.63%-11.1pp |
| Employer contribution / active EE | $5,246 | $2,098+150.0% | $3,379+55.3% | $2,381+120.3% |
| Participant deferral / active EE | $7,442 | $4,654+59.9% | $5,565+33.7% | $3,470+114.5% |
| Admin fee / account holder | $8,860 | $9,275-4.5% | $7,510+18.0% | $4,888+81.3% |