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 | $154,586 | $152,587+1.3% | $125,175+23.5% | $152,861+1.1% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 19.02% | 54.84%-35.8pp | 43.79%-24.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,729 | $4,946-24.6% | $3,865-3.5% | $4,762-21.7% |
| Participant deferral / active EE | $6,766 | $5,868+15.3% | $4,937+37.0% | $5,850+15.7% |
| Admin fee / account holder | $25,579 | $13,434+90.4% | $9,702+163.6% | $11,596+120.6% |