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 | $48,899 | $114,381-57.2% | $107,525-54.5% | $142,382-65.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 20.41% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,823 | $4,015-29.7% | $3,754-24.8% | $4,299-34.3% |
| Participant deferral / active EE | $3,287 | $5,564-40.9% | $5,116-35.7% | $6,507-49.5% |
| Admin fee / account holder | $9,388 | $9,860-4.8% | $8,919+5.3% | $12,624-25.6% |