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 | $81,986 | $106,584-23.1% | $101,326-19.1% | $142,382-42.4% |
| Participation rate | 95.2% | 82.7%+12.5pp | 81.5%+13.7pp | 80.1%+15.1pp |
| Annual return | 19.14% | 36.93%-17.8pp | 36.82%-17.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $8,307 | $3,956+110.0% | $3,665+126.6% | $4,299+93.2% |
| Participant deferral / active EE | $14,995 | $8,297+80.7% | $7,994+87.6% | $6,507+130.4% |
| Admin fee / account holder | $4,741 | $11,446-58.6% | $11,185-57.6% | $12,624-62.4% |