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 | $92,558 | $95,803-3.4% | $113,168-18.2% | $84,808+9.1% |
| Participation rate | 95.2% | 72.9%+22.4pp | 76.6%+18.7pp | 68.3%+26.9pp |
| Annual return | 19.31% | 25.00%-5.7pp | 24.27%-5.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,883 | $2,360+64.5% | $2,975+30.5% | $2,631+47.6% |
| Participant deferral / active EE | $7,784 | $4,242+83.5% | $5,107+52.4% | $4,212+84.8% |
| Admin fee / account holder | $12,079 | $8,989+34.4% | $12,068+0.1% | $7,344+64.5% |