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 | $81,046 | $56,053+44.6% | $75,972+6.7% | $80,856+0.2% |
| Participation rate | 71.7% | 62.0%+9.7pp | 69.1%+2.7pp | 67.6%+4.1pp |
| Annual return | 10.57% | 20.53%-10.0pp | 359.55%-349.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $5,672 | $1,874+202.7% | $2,685+111.3% | $2,755+105.9% |
| Participant deferral / active EE | $3,771 | $3,052+23.6% | $4,255-11.4% | $4,296-12.2% |
| Admin fee / account holder | $2,539 | $5,234-51.5% | $6,467-60.7% | $6,918-63.3% |