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 | $126,485 | $177,572-28.8% | $154,803-18.3% | $142,382-11.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 32.42% | 65.07%-32.7pp | 58.88%-26.5pp | 217.08%-184.7pp |
| Employer contribution / active EE | $7,509 | $4,810+56.1% | $4,305+74.4% | $4,299+74.7% |
| Participant deferral / active EE | $4,501 | $6,272-28.2% | $5,540-18.8% | $6,507-30.8% |
| Admin fee / account holder | $356 | $16,786-97.9% | $14,329-97.5% | $12,624-97.2% |