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 | $86,014 | $89,753-4.2% | $107,525-20.0% | $84,808+1.4% |
| Participation rate | 82.9% | 68.1%+14.8pp | 75.1%+7.8pp | 68.3%+14.5pp |
| Annual return | 19.39% | 29.48%-10.1pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,531 | $3,113+13.4% | $3,754-5.9% | $2,631+34.2% |
| Participant deferral / active EE | $7,257 | $4,056+78.9% | $5,116+41.9% | $4,212+72.3% |
| Admin fee / account holder | $1,629 | $7,222-77.4% | $8,919-81.7% | $7,344-77.8% |