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 | $51,393 | $116,175-55.8% | $93,606-45.1% | $152,861-66.4% |
| Participation rate | 78.9% | 78.0%+0.9pp | 75.8%+3.1pp | 82.4%-3.5pp |
| Annual return | 11.51% | 35.96%-24.4pp | 32.76%-21.2pp | 345.32%-333.8pp |
| Employer contribution / active EE | $681 | $3,218-78.8% | $2,718-74.9% | $4,762-85.7% |
| Participant deferral / active EE | $2,286 | $4,603-50.3% | $4,069-43.8% | $5,850-60.9% |
| Admin fee / account holder | $510 | $10,748-95.3% | $7,888-93.5% | $11,596-95.6% |