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 | $71,918 | $66,310+8.5% | $93,606-23.2% | $65,185+10.3% |
| Participation rate | 93.2% | 74.0%+19.2pp | 75.8%+17.3pp | 70.2%+23.0pp |
| Annual return | 25.68% | 42.58%-16.9pp | 32.76%-7.1pp | 29.38%-3.7pp |
| Employer contribution / active EE | $6,073 | $2,012+201.9% | $2,718+123.5% | $2,177+179.0% |
| Participant deferral / active EE | $5,586 | $3,342+67.1% | $4,069+37.3% | $3,514+59.0% |
| Admin fee / account holder | $1,317 | $6,897-80.9% | $7,888-83.3% | $847+55.5% |