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 | $45,706 | $112,729-59.5% | $98,716-53.7% | $137,256-66.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 12.36% | 38.48%-26.1pp | 31.81%-19.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,530 | $2,725-43.8% | $2,279-32.8% | $4,156-63.2% |
| Participant deferral / active EE | $4,989 | $4,640+7.5% | $4,048+23.3% | $6,407-22.1% |
| Admin fee / account holder | $7,853 | $10,129-22.5% | $8,703-9.8% | $12,270-36.0% |