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 | $32,756 | $115,770-71.7% | $101,248-67.6% | $158,922-79.4% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 14.02% | 56.14%-42.1pp | 46.47%-32.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,901 | $4,175-54.5% | $3,660-48.1% | $4,761-60.1% |
| Participant deferral / active EE | $4,451 | $4,957-10.2% | $4,370+1.8% | $5,982-25.6% |
| Admin fee / account holder | $1,329 | $7,245-81.7% | $5,945-77.6% | $11,246-88.2% |