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 | $73,467 | $162,781-54.9% | $133,956-45.2% | $158,922-53.8% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 15.85% | 41.94%-26.1pp | 45.09%-29.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,745 | $4,975-44.8% | $3,919-30.0% | $4,761-42.4% |
| Participant deferral / active EE | $5,875 | $5,911-0.6% | $5,048+16.4% | $5,982-1.8% |
| Admin fee / account holder | $404 | $11,736-96.6% | $8,927-95.5% | $11,246-96.4% |