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 | $38,202 | $113,016-66.2% | $103,476-63.1% | $74,495-48.7% |
| Participation rate | 78.8% | 80.8%-2.0pp | 80.5%-1.7pp | 67.2%+11.6pp |
| Annual return | 27.33% | 23.24%+4.1pp | 23.90%+3.4pp | 1364.94%-1337.6pp |
| Employer contribution / active EE | $3,317 | $4,881-32.0% | $4,672-29.0% | $2,623+26.4% |
| Participant deferral / active EE | $7,657 | $7,279+5.2% | $6,623+15.6% | $4,346+76.2% |
| Admin fee / account holder | $1,955 | $1,709+14.4% | $9,413-79.2% | $1,942+0.7% |