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 8-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 | $80,777 | $163,101-50.5% | $136,749-40.9% | $142,382-43.3% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 12.45% | 27.54%-15.1pp | 24.33%-11.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,042 | $4,117-26.1% | $3,400-10.5% | $4,299-29.2% |
| Participant deferral / active EE | $7,113 | $5,585+27.4% | $4,692+51.6% | $6,507+9.3% |
| Admin fee / account holder | $16,788 | $14,318+17.2% | $11,386+47.4% | $12,624+33.0% |