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 | $95,358 | $69,207+37.8% | $64,056+48.9% | $139,434-31.6% |
| Participation rate | 76.9% | 75.6%+1.3pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 17.55% | 45.88%-28.3pp | 33.69%-16.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $951 | $3,182-70.1% | $2,747-65.4% | $4,751-80.0% |
| Participant deferral / active EE | $7,029 | $4,682+50.1% | $3,880+81.2% | $6,710+4.8% |
| Admin fee / account holder | $1,564 | $4,244-63.2% | $3,068-49.0% | $11,403-86.3% |