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 | $79,594 | $101,724-21.8% | $164,813-51.7% | $80,856-1.6% |
| Participation rate | 90.2% | 71.8%+18.4pp | 78.6%+11.6pp | 67.6%+22.6pp |
| Annual return | 13.11% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,945 | $2,953+33.6% | $4,341-9.1% | $2,755+43.2% |
| Participant deferral / active EE | $3,315 | $4,477-26.0% | $6,031-45.0% | $4,296-22.8% |
| Admin fee / account holder | $18,222 | $8,227+121.5% | $12,690+43.6% | $6,918+163.4% |