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 | $78,749 | $95,266-17.3% | $82,389-4.4% | $142,382-44.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 16.38% | 25.74%-9.4pp | 28.67%-12.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $9,358 | $2,991+212.8% | $2,517+271.8% | $4,299+117.7% |
| Participant deferral / active EE | $8,109 | $4,809+68.6% | $4,155+95.2% | $6,507+24.6% |
| Admin fee / account holder | $928 | $8,563-89.2% | $7,231-87.2% | $12,624-92.7% |