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 | $37,905 | $72,277-47.6% | $101,248-62.6% | $79,858-52.5% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 11.92% | 22.30%-10.4pp | 46.47%-34.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,596 | $2,692-3.5% | $3,660-29.1% | $2,471+5.1% |
| Participant deferral / active EE | $5,361 | $3,282+63.4% | $4,370+22.7% | $3,740+43.3% |
| Admin fee / account holder | $483 | $4,400-89.0% | $5,945-91.9% | $5,306-90.9% |