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 | $42,802 | $183,519-76.7% | $155,509-72.5% | $145,922-70.7% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 17.65% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.6pp |
| Employer contribution / active EE | $4,193 | $5,313-21.1% | $4,672-10.3% | $4,660-10.0% |
| Participant deferral / active EE | $3,793 | $6,462-41.3% | $5,626-32.6% | $6,688-43.3% |
| Admin fee / account holder | $2,676 | $19,313-86.1% | $15,912-83.2% | $13,397-80.0% |