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 | $68,652 | $90,503-24.1% | $78,689-12.8% | $273,961-74.9% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 3.19% | 75.60%-72.4pp | 62.18%-59.0pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,678 | $3,176-47.2% | $2,851-41.1% | $4,869-65.5% |
| Participant deferral / active EE | $5,404 | $3,901+38.5% | $3,517+53.7% | $5,287+2.2% |
| Admin fee / account holder | $3,444 | $5,263-34.6% | $4,510-23.6% | $10,132-66.0% |