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 6-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 | $84,971 | $175,202-51.5% | $149,673-43.2% | $139,434-39.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 19.89% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $5,165 | $5,474-5.6% | $4,818+7.2% | $4,751+8.7% |
| Participant deferral / active EE | $8,131 | $6,519+24.7% | $5,680+43.1% | $6,710+21.2% |
| Admin fee / account holder | $11,769 | $16,150-27.1% | $13,210-10.9% | $11,403+3.2% |