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 | $69,484 | $80,968-14.2% | $96,544-28.0% | $75,163-7.6% |
| Participation rate | 89.5% | 71.8%+17.8pp | 76.0%+13.6pp | 67.2%+22.3pp |
| Annual return | 18.23% | 27.06%-8.8pp | 25.84%-7.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,762 | $2,282-22.8% | $2,965-40.6% | $2,670-34.0% |
| Participant deferral / active EE | $3,766 | $3,928-4.1% | $4,851-22.4% | $4,125-8.7% |
| Admin fee / account holder | $5,541 | $6,724-17.6% | $8,252-32.9% | $5,651-1.9% |