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 | $119,239 | $109,881+8.5% | $150,045-20.5% | $84,808+40.6% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 18.82% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $5,006 | $3,561+40.6% | $4,693+6.7% | $2,631+90.3% |
| Participant deferral / active EE | $11,952 | $6,636+80.1% | $7,997+49.5% | $4,212+183.8% |
| Admin fee / account holder | $1,019 | $8,568-88.1% | $13,435-92.4% | $7,344-86.1% |