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 | $22,432 | $65,365-65.7% | $92,893-75.9% | $72,985-69.3% |
| Participation rate | 79.5% | 68.3%+11.2pp | 76.0%+3.5pp | 69.5%+10.1pp |
| Annual return | 30.50% | 42.10%-11.6pp | 109.41%-78.9pp | 81.00%-50.5pp |
| Employer contribution / active EE | $2,971 | $2,594+14.5% | $3,653-18.7% | $2,440+21.8% |
| Participant deferral / active EE | $5,565 | $3,128+77.9% | $4,236+31.4% | $3,607+54.3% |
| Admin fee / account holder | $806 | $4,251-81.0% | $5,794-86.1% | $5,124-84.3% |