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 | $29,076 | $85,766-66.1% | $136,294-78.7% | $70,131-58.5% |
| Participation rate | 86.7% | 74.2%+12.5pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 19.87% | 31.45%-11.6pp | 5155.94%-5136.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,402 | $2,966-19.0% | $4,695-48.8% | $2,342+2.5% |
| Participant deferral / active EE | $5,006 | $5,051-0.9% | $6,247-19.9% | $3,332+50.2% |
| Admin fee / account holder | $2,893 | $5,420-46.6% | $9,243-68.7% | $4,645-37.7% |