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 | $79,110 | $177,572-55.4% | $154,803-48.9% | $142,382-44.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.52% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,798 | $4,810+41.3% | $4,305+57.9% | $4,299+58.1% |
| Participant deferral / active EE | $6,424 | $6,272+2.4% | $5,540+15.9% | $6,507-1.3% |
| Admin fee / account holder | $1,382 | $16,786-91.8% | $14,329-90.4% | $12,624-89.1% |