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 8-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 | $61,925 | $154,228-59.8% | $145,433-57.4% | $137,256-54.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.48% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,303 | $4,804-52.1% | $4,554-49.4% | $4,156-44.6% |
| Participant deferral / active EE | $5,037 | $8,216-38.7% | $7,897-36.2% | $6,407-21.4% |
| Admin fee / account holder | $2,261 | $14,344-84.2% | $13,129-82.8% | $12,270-81.6% |