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 | $80,651 | $210,408-61.7% | $153,485-47.5% | $145,922-44.7% |
| Participation rate | 93.8% | 82.1%+11.6pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 12.87% | 13.37%-0.5pp | 15.65%-2.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $6,661 | $6,048+10.1% | $5,039+32.2% | $4,660+42.9% |
| Participant deferral / active EE | $7,707 | $7,975-3.4% | $6,757+14.1% | $6,688+15.2% |
| Admin fee / account holder | $847 | $19,419-95.6% | $12,724-93.3% | $13,397-93.7% |