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 | $69,718 | $109,881-36.6% | $150,045-53.5% | $84,808-17.8% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 22.15% | 28.25%-6.1pp | 62.55%-40.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $4,176 | $3,561+17.3% | $4,693-11.0% | $2,631+58.7% |
| Participant deferral / active EE | $8,195 | $6,636+23.5% | $7,997+2.5% | $4,212+94.6% |
| Admin fee / account holder | $3,083 | $8,568-64.0% | $13,435-77.1% | $7,344-58.0% |