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 | $46,735 | $165,335-71.7% | $149,696-68.8% | $158,922-70.6% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 19.11% | 348.15%-329.0pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $5,353 | $5,103+4.9% | $4,644+15.3% | $4,761+12.4% |
| Participant deferral / active EE | $11,851 | $7,181+65.0% | $6,842+73.2% | $5,982+98.1% |
| Admin fee / account holder | $14,556 | $10,807+34.7% | $9,309+56.4% | $11,246+29.4% |