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 | $45,513 | $157,256-71.1% | $141,162-67.8% | $152,861-70.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 23.60% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $10,706 | $5,261+103.5% | $4,735+126.1% | $4,762+124.8% |
| Participant deferral / active EE | $8,341 | $7,109+17.3% | $6,709+24.3% | $5,850+42.6% |
| Admin fee / account holder | $12,783 | $12,120+5.5% | $10,261+24.6% | $11,596+10.2% |