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 | $27,097 | $175,202-84.5% | $149,673-81.9% | $139,434-80.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 17.20% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,557 | $5,474-35.0% | $4,818-26.2% | $4,751-25.1% |
| Participant deferral / active EE | $5,829 | $6,519-10.6% | $5,680+2.6% | $6,710-13.1% |
| Admin fee / account holder | $8,974 | $16,150-44.4% | $13,210-32.1% | $11,403-21.3% |