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 | $93,464 | $214,378-56.4% | $200,582-53.4% | $142,382-34.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.39% | 46.41%-32.0pp | 42.33%-27.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,721 | $6,841-74.8% | $6,419-73.2% | $4,299-60.0% |
| Participant deferral / active EE | $3,185 | $9,865-67.7% | $9,331-65.9% | $6,507-51.1% |
| Admin fee / account holder | $76,884 | $17,692+334.6% | $16,305+371.6% | $12,624+509.0% |