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 | $44,576 | $103,376-56.9% | $87,100-48.8% | $152,861-70.8% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.9%+5.5pp | 82.4%-0.1pp |
| Annual return | 23.57% | 28.10%-4.5pp | 28.19%-4.6pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,884 | $3,220-10.4% | $2,521+14.4% | $4,762-39.4% |
| Participant deferral / active EE | $5,284 | $4,778+10.6% | $4,049+30.5% | $5,850-9.7% |
| Admin fee / account holder | $314 | $12,205-97.4% | $7,497-95.8% | $11,596-97.3% |