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 | $43,610 | $157,256-72.3% | $141,162-69.1% | $152,861-71.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 37.67% | 64.32%-26.7pp | 71.39%-33.7pp | 345.32%-307.6pp |
| Employer contribution / active EE | $2,741 | $5,261-47.9% | $4,735-42.1% | $4,762-42.4% |
| Participant deferral / active EE | $5,400 | $7,109-24.0% | $6,709-19.5% | $5,850-7.7% |
| Admin fee / account holder | $686 | $12,120-94.3% | $10,261-93.3% | $11,596-94.1% |