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 | $54,714 | $97,125-43.7% | $86,233-36.6% | $137,256-60.1% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.0%+4.7pp | 80.0%-6.3pp |
| Annual return | 15.99% | 74.19%-58.2pp | 61.39%-45.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,098 | $2,841+9.0% | $2,504+23.7% | $4,156-25.5% |
| Participant deferral / active EE | $4,562 | $5,180-11.9% | $4,559+0.1% | $6,407-28.8% |
| Admin fee / account holder | $1,937 | $9,725-80.1% | $8,342-76.8% | $12,270-84.2% |