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 | $143,670 | $146,267-1.8% | $197,124-27.1% | $82,448+74.3% |
| Participation rate | 90.6% | 84.0%+6.6pp | 86.7%+3.9pp | 68.1%+22.5pp |
| Annual return | 19.17% | 29.61%-10.4pp | 44.34%-25.2pp | 41.64%-22.5pp |
| Employer contribution / active EE | $5,615 | $4,723+18.9% | $6,227-9.8% | $2,551+120.1% |
| Participant deferral / active EE | $16,684 | $7,035+137.2% | $9,135+82.6% | $4,139+303.1% |
| Admin fee / account holder | $1,039 | $14,422-92.8% | $16,298-93.6% | $7,234-85.6% |