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 | $38,825 | $159,602-75.7% | $150,045-74.1% | $142,382-72.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 22.61% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $4,982 | $4,961+0.4% | $4,693+6.2% | $4,299+15.9% |
| Participant deferral / active EE | $8,221 | $8,310-1.1% | $7,997+2.8% | $6,507+26.3% |
| Admin fee / account holder | $1,016 | $14,846-93.2% | $13,435-92.4% | $12,624-92.0% |