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 | $36,799 | $89,355-58.8% | $141,162-73.9% | $72,985-49.6% |
| Participation rate | 71.0% | 75.1%-4.1pp | 82.5%-11.5pp | 69.5%+1.5pp |
| Annual return | 112.46% | 111.85%+0.6pp | 71.39%+41.1pp | 81.00%+31.5pp |
| Employer contribution / active EE | $1,810 | $3,114-41.9% | $4,735-61.8% | $2,440-25.8% |
| Participant deferral / active EE | $4,060 | $5,418-25.1% | $6,709-39.5% | $3,607+12.5% |
| Admin fee / account holder | $566 | $5,958-90.5% | $10,261-94.5% | $5,124-89.0% |