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 | $47,939 | $159,602-70.0% | $150,045-68.1% | $142,382-66.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.43% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,402 | $4,961-31.4% | $4,693-27.5% | $4,299-20.9% |
| Participant deferral / active EE | $8,451 | $8,310+1.7% | $7,997+5.7% | $6,507+29.9% |
| Admin fee / account holder | $4,030 | $14,846-72.9% | $13,435-70.0% | $12,624-68.1% |