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 | $47,579 | $127,264-62.6% | $109,895-56.7% | $167,490-71.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.2%+11.5pp | 82.1%+3.6pp |
| Annual return | 19.89% | 22.97%-3.1pp | 29.45%-9.6pp | 478.56%-458.7pp |
| Employer contribution / active EE | $3,104 | $3,322-6.6% | $2,842+9.2% | $4,837-35.8% |
| Participant deferral / active EE | $5,206 | $4,514+15.3% | $4,048+28.6% | $6,341-17.9% |
| Admin fee / account holder | $1,154 | $7,114-83.8% | $6,066-81.0% | $12,309-90.6% |