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 | $19,067 | $176,377-89.2% | $134,143-85.8% | $158,922-88.0% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 22.17% | 63.63%-41.5pp | 36.33%-14.2pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,937 | $5,040-61.6% | $3,704-47.7% | $4,761-59.3% |
| Participant deferral / active EE | $4,706 | $4,091+15.0% | $3,499+34.5% | $5,982-21.3% |
| Admin fee / account holder | $871 | $8,718-90.0% | $6,684-87.0% | $11,246-92.3% |