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 | $39,483 | $117,983-66.5% | $101,794-61.2% | $142,382-72.3% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 17.20% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,011 | $2,773-27.5% | $2,289-12.1% | $4,299-53.2% |
| Participant deferral / active EE | $2,760 | $4,714-41.4% | $4,084-32.4% | $6,507-57.6% |
| Admin fee / account holder | $419 | $10,433-96.0% | $8,777-95.2% | $12,624-96.7% |