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 7-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 | $66,144 | $76,407-13.4% | $150,298-56.0% | $82,448-19.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.84% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,653 | $2,614+1.5% | $4,154-36.1% | $2,551+4.0% |
| Participant deferral / active EE | $5,829 | $3,214+81.4% | $5,453+6.9% | $4,139+40.8% |
| Admin fee / account holder | $3,756 | $6,352-40.9% | $14,116-73.4% | $7,234-48.1% |