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 | $77,929 | $167,484-53.5% | $151,611-48.6% | $134,475-42.0% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | 4.12% | 7.80%-3.7pp | 3.33%+0.8pp | 417.96%-413.8pp |
| Employer contribution / active EE | $5,725 | $6,829-16.2% | $6,166-7.2% | $4,740+20.8% |
| Participant deferral / active EE | $13,614 | $8,986+51.5% | $8,363+62.8% | $6,400+112.7% |
| Admin fee / account holder | $1,706 | $13,783-87.6% | $11,616-85.3% | $11,426-85.1% |