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 | $44,313 | $86,286-48.6% | $111,297-60.2% | $85,850-48.4% |
| Participation rate | 72.9% | 73.3%-0.5pp | 77.3%-4.5pp | 69.3%+3.5pp |
| Annual return | 16.61% | 19.99%-3.4pp | 54.65%-38.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,549 | $2,043+24.7% | $2,731-6.7% | $2,565-0.6% |
| Participant deferral / active EE | $4,373 | $3,641+20.1% | $4,487-2.5% | $3,952+10.7% |
| Admin fee / account holder | $2,834 | $8,188-65.4% | $7,964-64.4% | $6,260-54.7% |