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 | $93,464 | $111,535-16.2% | $105,223-11.2% | $137,256-31.9% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 11.98% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,871 | $3,939-52.5% | $3,689-49.3% | $4,156-55.0% |
| Participant deferral / active EE | $4,334 | $5,500-21.2% | $5,072-14.5% | $6,407-32.4% |
| Admin fee / account holder | $6,732 | $9,721-30.7% | $8,859-24.0% | $12,270-45.1% |