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 | $77,979 | $111,535-30.1% | $105,223-25.9% | $137,256-43.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 15.30% | 237.85%-222.6pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,769 | $3,939-29.7% | $3,689-24.9% | $4,156-33.4% |
| Participant deferral / active EE | $5,836 | $5,500+6.1% | $5,072+15.1% | $6,407-8.9% |
| Admin fee / account holder | $6,312 | $9,721-35.1% | $8,859-28.7% | $12,270-48.6% |