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 | $60,628 | $121,625-50.2% | $104,607-42.0% | $158,922-61.9% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 14.85% | 465.26%-450.4pp | 340.46%-325.6pp | 302.83%-288.0pp |
| Employer contribution / active EE | $4,396 | $3,163+39.0% | $2,681+64.0% | $4,761-7.7% |
| Participant deferral / active EE | $6,075 | $4,177+45.4% | $3,740+62.4% | $5,982+1.5% |
| Admin fee / account holder | $471 | $7,787-94.0% | $6,473-92.7% | $11,246-95.8% |