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 | $138,605 | $177,572-21.9% | $154,803-10.5% | $142,382-2.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.33% | 65.07%-47.7pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,035 | $4,810-36.9% | $4,305-29.5% | $4,299-29.4% |
| Participant deferral / active EE | $5,899 | $6,272-5.9% | $5,540+6.5% | $6,507-9.3% |
| Admin fee / account holder | $3,163 | $16,786-81.2% | $14,329-77.9% | $12,624-74.9% |