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 5-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 | $56,582 | $148,978-62.0% | $200,582-71.8% | $84,808-33.3% |
| Participation rate | 92.2% | 84.2%+7.9pp | 86.9%+5.3pp | 68.3%+23.8pp |
| Annual return | 18.50% | 28.16%-9.7pp | 42.33%-23.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,364 | $4,815-9.4% | $6,419-32.0% | $2,631+65.9% |
| Participant deferral / active EE | $9,109 | $7,142+27.5% | $9,331-2.4% | $4,212+116.3% |
| Admin fee / account holder | $3,865 | $13,977-72.3% | $16,305-76.3% | $7,344-47.4% |