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 | $65,950 | $162,781-59.5% | $133,956-50.8% | $158,922-58.5% |
| Participation rate | 95.8% | 83.2%+12.6pp | 79.8%+16.0pp | 82.0%+13.9pp |
| Annual return | 13.32% | 41.94%-28.6pp | 45.09%-31.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,377 | $4,975-52.2% | $3,919-39.3% | $4,761-50.1% |
| Participant deferral / active EE | $5,987 | $5,911+1.3% | $5,048+18.6% | $5,982+0.1% |
| Admin fee / account holder | $1,608 | $11,736-86.3% | $8,927-82.0% | $11,246-85.7% |