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 | $74,436 | $100,852-26.2% | $90,404-17.7% | $158,922-53.2% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 9.50% | 1724.20%-1714.7pp | 1293.02%-1283.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,248 | $3,689-66.2% | $3,262-61.7% | $4,761-73.8% |
| Participant deferral / active EE | $5,529 | $4,348+27.2% | $3,963+39.5% | $5,982-7.6% |
| Admin fee / account holder | $1,531 | $6,501-76.4% | $5,611-72.7% | $11,246-86.4% |