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 7-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 | $78,332 | $108,919-28.1% | $100,391-22.0% | $145,922-46.3% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 12.29% | 57.88%-45.6pp | 49.20%-36.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,293 | $4,419-48.1% | $3,942-41.8% | $4,660-50.8% |
| Participant deferral / active EE | $10,521 | $8,445+24.6% | $8,082+30.2% | $6,688+57.3% |
| Admin fee / account holder | $385 | $9,689-96.0% | $7,899-95.1% | $13,397-97.1% |