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 8-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 | $112,431 | $177,572-36.7% | $154,803-27.4% | $142,382-21.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 20.70% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,233 | $4,810-12.0% | $4,305-1.7% | $4,299-1.5% |
| Participant deferral / active EE | $7,331 | $6,272+16.9% | $5,540+32.3% | $6,507+12.7% |
| Admin fee / account holder | $739 | $16,786-95.6% | $14,329-94.8% | $12,624-94.1% |